LOS ANGELES, CACRD 334161Latest ADV March 12, 2026
Seneca Private Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Angeles, CA. Its latest Form ADV filing, dated March 12, 2026, reports $30M in regulatory assets under management, 5 employees, and 53 accounts.
Assets Under Management
$30M
Employees
5
Offices
--
Total Clients
37
Primary office
LOS ANGELES, CA
1999 AVENUE OF THE STARS, SUITE 3350, LOS ANGELES, CA, United States
Top client segmentIndividuals represent 89.2% of total clients.
Top client categories% of clientsClients
1
Individuals
89.2%
33
2
HNWI
10.8%
4
Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$30Mas of March 12, 2026
Discretionary100.0%
$30M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$30M
Total Accounts53
10Y AUM Change+$30M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee7:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.