Disclosures | Serene Point Advisors

We are independent with no outside ownership or influence.

Serene is an independent firm registered with the state of Oregon as a registered independent advisor.

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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 Advisor's 2024 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.

Get the 2024 WCM Investment Management (formerly Martin Capital Partners) 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.