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SENECA WEALTH ADVISORS, LLC
CRD 330699
468 POST RD EAST, SUITE A, WESTPORT, CT, 06880, United States
Phone
7047849330
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$1.3M
Discretionary AUM
$1.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $1.3M |
Official SEC filing: View on IAPD