Seneca Private Wealth, LLC
Firm details
- Headquarters
- Los Angeles, California
- CRD number
- 334161
- Registered since
- January 6, 2025
- Website
- senecapw.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI71.26%
- Individuals28.74%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Seneca Private Wealth, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm identifies as a capital allocator and serves individual and family clients, offering a mix of fee arrangements including percentage-of-AUM, hourly, and fixed fees. Core advisory capabilities listed include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting services, and the selection of other advisers. The firm reports a related-adviser relationship and does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds83%
- US Government Bonds7%
- Exchange Traded Equities6%
- State & Local Bonds2%
- Cash & Cash Equivalents1%
Contacts
3 of 5
Susan Maxey
Director of OperationsCRD 5019872
Bryan Molinar
Partner, Wealth AdvisorCRD 6551259
Marc Rosenbach
Founder & Managing PartnerCRD 1693996
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Los Angeles, CA
Los Angeles
Location
Los Angeles, CA
Headquartered in Los Angeles, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Los Angeles
- Address
- 1999 Avenue Of The Stars
- Time zone
- PT (UTC-8)
- Office locations
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