Seneca Private Wealth, LLC
● SEC registered since 2025CRD 334161SEC# 801-131767Los Angeles, CA
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| Name | Title | Ownership | Since |
|---|---|---|---|
| Bm Atlas Legacy Inc. Control | Member | 10-25% | 2024 |
| Bryan Gregory Molinar Control | Partner/Chief Compliance Officer | Under 5% | 2024 |
| Fulton Financial LLC Control | Member | 25-50% | 2024 |
See all 14 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently 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
| Address | 1999 Avenue of the Stars, Suite 3350, Los Angeles, CA 90067 |
| Phone | 310-984-1347 |
| Office hours | 6:30- 3:30 Pt |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$29.9MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$29.9Mregulatory AUM
Discretionary $29.9M