Disclosures | Serene Point Advisors

We are independent with no outside ownership or influence.

Serene Point Advisors LLC is an independent firm registered with the states of Oregon and California as a registered investment advisor.

Do a background check.

We welcome your research into our firm and personnel. Before hiring any advisor or broker, you should always review the SEC records, where you can find information work history on an individual and the firm, and FINRA records, where those registered with a broker-dealer will have a history.

For more information, please read this publication from the SEC.

Get Serene Point Advisors LLC's 2025 Form ADV here.

Find Serene Point's 2024 ADV Part 1 and Part 2 here.

The Form ADV is the primary disclosure document that advisory firms file with the SEC and states. Information is updated annually by March 31st and is made available to existing and prospective clients.

A note on our registration.

Please note that Serene Point Advisors LLC is a registered investment adviser in the State of Oregon and State of California. We do not conduct business in states where we are not appropriately registered or are excluded from registration. Individualized responses to persons that involve either the effecting of transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.

Get the 2025 Martin Capital Partners (formerly WCM Investment Management) current Form ADV here.

The Form ADV is the primary disclosure document that advisory firms file with the SEC and states. Information is updated annually by March 31st and is made available to existing and prospective clients. Download and read their ADV Part 2 and CRS.