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| Keyboard |
| Seneca Private Wealth LLC
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|---|---|
| CRD # | 334161 |
| SEC # | 801-131767 |
| CIK # | |
| AUM | 29.9 M (2026-06-10) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 310-984-1347 |
| Address | 1999 Avenue of The Stars Los Angeles, CA 90067 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 8.6 |
| (b) Individuals (high net worth individuals) | 4 | 21.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 53 | 29.9 |
| By Discretionary | ||
| Discretionary | 53 | 29.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 53 | 29.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 29.9 | |
| Total | 53 | 29.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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✚
|
31.3 M | |
|
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✚
|
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|
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|
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|
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|
Eastside Financial Advisors LLC
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|
Quillu Inc
✚
|
CA | 30.0 M |
|
Emstone Advisers LLC
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|
PA | 29.3 M |
|
Goldstone Portfolios Incorporated
✚
|
29.1 M | |
|
Beckett Clark Private Wealth LLC
✚
|
MD | 28.6 M |