Kara Boccella
Serenus Wealth Advisors · Santa Monica, California
Kara Boccella is a fee-only financial advisor at Serenus Wealth Advisors in Santa Monica, California. Serenus Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Serenus Wealth Advisors |
|---|---|
| Based in | Santa Monica, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.47B across 1,484 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 2191952 |
| Exams passed | Series 63 (1995) · Series 65 (2010) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.serenusadvisors.com |
| Profile |
How Kara's firm compares
- Serenus Wealth Advisors's average account is about $993,000, from its Form ADV (assets managed divided by 1,484 accounts).
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Questions about Kara
Is Kara Boccella a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kara 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 Kara charge for financial advice?
Kara's firm, Serenus Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kara Boccella based?
Kara Boccella is based in Santa Monica, California.
Is Kara Boccella registered with the SEC?
Yes. Kara Boccella is registered as an investment adviser representative in CA and TX (CRD 2191952), 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 Kara Boccella?
Through Kara's website, www.serenusadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Santa Monica
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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