Seneca Private Wealth, LLC

RIASEC RegisteredEst. 2025

Total AUM

$29.9M

Discretionary

$29.9M

100% of AUM

Avg account

$563K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Los Angeles, California
CRD number: 334161
Registered since: January 6, 2025
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

FINTRX

Overview

Seneca Private Wealth, LLC is an independent registered investment adviser that serves individual and family clients. The firm is structured as an LLC, identifies as a capital allocator and reports a related-adviser relationship. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions or businesses, pension consulting services, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM pricing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor. Seneca’s SEC registration is listed for 2025. Custody and operational relationships indicate it deploys outside managers as part of its investment approach rather than relying solely on in-house proprietary products.