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Seneca Private Wealth, LLC

● SEC registered since 2025CRD 334161SEC# 801-131767Los Angeles, CA
Export (members)
Reg. AUM
$29.9M
Employees
5
Accounts
53
Location
Los Angeles, CA

Seneca Private Wealth, LLC assets under management

Seneca Private Wealth, LLC is an investment advisory firm registered with the SEC based in Los Angeles, CA. The firm has been registered since 2025. It reports $29.9 million in regulatory assets under management and employs 5 people.

Seneca Private Wealth, LLC owners & executives

14 reported
NameTitleOwnershipSince
Bm Atlas Legacy Inc. ControlMember10-25%2024
Bryan Gregory Molinar ControlPartner/Chief Compliance OfficerUnder 5%2024
Fulton Financial LLC ControlMember25-50%2024
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Frequently asked questions

How much does Seneca Private Wealth, LLC manage?

Seneca Private Wealth, LLC reports $29.9 million in regulatory assets under management on its Form ADV.

How many employees does Seneca Private Wealth, LLC have?

Seneca Private Wealth, LLC reports 5 employees.

Where is Seneca Private Wealth, LLC located?

Seneca Private Wealth, LLC is based in Los Angeles, CA and has been SEC-registered since 2025.

Does Seneca Private Wealth, LLC disclose fund performance?

Seneca Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1999 Avenue of the Stars, Suite 3350, Los Angeles, CA 90067
Phone310-984-1347
Office hours6:30- 3:30 Pt
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$29.9M
Non-discretionary$0
Total (RAUM)$29.9M