Ca Family Wealth LLC
CRD 285229SEC# 801-110200Beverly Hills, CA
No longer SEC-registered. Ca Family Wealth LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$933M
Employees
5
Accounts
142
Location
Beverly Hills, CA
Ca Family Wealth LLC assets under management
Ca Family Wealth LLC is an investment advisory firm registered with the SEC based in Beverly Hills, CA. It reports $933 million in regulatory assets under management and employs 5 people.
Ca Family Wealth LLC owners & executives
6 reported| 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 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Ca Family Wealth LLC manage?
Ca Family Wealth LLC reports $933 million in regulatory assets under management on its Form ADV.
How many employees does Ca Family Wealth LLC have?
Ca Family Wealth LLC reports 5 employees.
Where is Ca Family Wealth LLC located?
Ca Family Wealth LLC is based in Beverly Hills, CA.
Does Ca Family Wealth LLC disclose fund performance?
Ca Family Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9465 Wilshire Blvd., Suite 840, Beverly Hills, CA 90212 |
| Office hours | By Appointment |
| Discloses disciplinary history | No |
Regulatory AUM
$933MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 34%
Larger than 66% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$933Mregulatory AUM
Discretionary $933M