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SENECA PRIVATE WEALTH, LLC

CRD 334161 · SEC 801-131767

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1999 AVENUE OF THE STARS, SUITE 3350, LOS ANGELES, CA, 90067, United States

Phone

310-984-1347

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$29.9M

Discretionary AUM

$29.9M

Team

5 total employees; 5 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-06-10

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals33$8.6M
High net worth individuals4$21.3M

States served

CA, TX

All web addresses on file

Official SEC filing: View on IAPD