# Graham Mandl

> Graham Mandl is a fee-only financial advisor at Serenus Wealth Advisors in New York, New York. Serenus Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/graham-mandl/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Serenus Wealth Advisors
- **Based in:** New York, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $1.47B across 1,484 accounts
- **CRD:** 5946171 (https://adviserinfo.sec.gov/individual/summary/5946171)
- **SEC registration:** Investment adviser representative in CA, NY
- **Exams passed:** Series 66 (2014)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.serenusadvisors.com

## Frequently asked questions

### Is Graham Mandl a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Graham holds no broker registration, and Serenus Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Graham charge for financial advice?

Graham's firm, Serenus Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Graham Mandl based?

Graham Mandl is based in New York, New York.

### Is Graham Mandl registered with the SEC?

Yes. Graham Mandl is registered as an investment adviser representative in CA and NY (CRD 5946171), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Serenus Wealth Advisors manage?

Serenus Wealth Advisors reports $1.47B across 1,484 accounts in assets under management.

### How do I contact Graham Mandl?

Through Graham's website, www.serenusadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5946171): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.