| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrea Shieh | Director Of Investments | Under 5% | 2017 |
| Celenza Living Trust Control | Managing Member | Over 75% | 2018 |
| Matthew Joseph Celenza Control | Managing Principal | Under 5% | 2017 |
Ca Family Wealth LLC reports $933 million in regulatory assets under management on its Form ADV.
Ca Family Wealth LLC reports 5 employees.
Ca Family Wealth LLC is based in Beverly Hills, CA.
Ca Family Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 9465 Wilshire Blvd., Suite 840, Beverly Hills, CA 90212 |
| Office hours | By Appointment |
| Discloses disciplinary history | No |
| Discretionary | $933M |
| Non-discretionary | $0 |
| Total (RAUM) | $933M |