Seneca Private Wealth, LLC
Seneca Private Wealth, LLC is an SEC-registered mass-market adviser in Los Angeles, CA with $29.9M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Seneca Private Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 334161, SEC 801-131767, data through 2026-06-10.
- AUM (assets under management / regulatory AUM)
- $29.9M (2026-06-10)
- Firm type
- Mass-Market Adviser
- Location
- Los Angeles, CA
- Employees
- 5
- Clients
- 37
- CRD
- 334161
- Ownership
- FULTON FINANCIAL LLC; Molinar, Samantha; ROSENBACH FAMILY TRUST UA DTD 04/14/2000; FULTON, MATTHEW, COLE; MR ATLAS LEGACY, INC.
How much AUM does Seneca Private Wealth, LLC have?
Seneca Private Wealth, LLC reported $29.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-10).
Who owns Seneca Private Wealth, LLC?
Disclosed owners and executives of Seneca Private Wealth, LLC include FULTON FINANCIAL LLC, Molinar, Samantha, ROSENBACH FAMILY TRUST UA DTD 04/14/2000, FULTON, MATTHEW, COLE, MR ATLAS LEGACY, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.