SENECA WEALTH ADVISORS, LLC

Overview

Seneca Wealth Advisors, LLC is a small, independent registered investment adviser serving individual and family clients with financial planning and portfolio management focused on private wealth. The firm charges a mix of percentage-of-AUM and fixed fees and manages all of its reported assets on a discretionary basis. Seneca is not positioned as a multi-state or pension consultant and does not identify as an active ESG investor. Rather than acting as an in-house capital allocator, the firm sources third-party managers for specialized strategies and supplements core public-market exposure with private-market and alternative allocations when appropriate. The firm's advisory activity centers on customized planning and portfolio oversight for individuals and small businesses. Its business structure is a limited liability company and control appears to be domestic and individual-owned. Industry affiliations include accounting support and serving as sponsor of limited partnerships for certain investments, which suggests some involvement with private placement structures while still relying on external fund managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices