Rebecca Shaw
Serenus Wealth Advisors · Santa Monica, California
Rebecca Shaw 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 7144996 |
| Exams passed | Series 63 (2019) · Series 66 (2022) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.serenusadvisors.com |
How Rebecca'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 Rebecca
Is Rebecca Shaw a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rebecca 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 Rebecca charge for financial advice?
Rebecca's firm, Serenus Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Rebecca Shaw based?
Rebecca Shaw is based in Santa Monica, California.
Is Rebecca Shaw registered with the SEC?
Yes. Rebecca Shaw is registered as an investment adviser representative in CA and TX (CRD 7144996), 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 Rebecca Shaw?
Through Rebecca'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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