Seneca Private Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$29,863,050
Clients
37
11% high-net worth
Advisors
1
of 5 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
37
LowAverage account size
$807,109
About
Seneca Private Wealth, LLC provides investment and wealth management, financial planning, selection of Independent Managers, and fiduciary and non‑fiduciary retirement plan services to individuals, families, trusts, institutions, and corporations. Like many supported firms, Seneca charges percentage‑of‑assets advisory fees and offers discretionary portfolio management tailored to client objectives.
The firm constructs customized, risk‑adjusted, tax‑aware asset allocations that blend active and passive strategies across equities, fixed income, ETFs and alternative investments, and may recommend Independent Managers or private funds for clients who meet eligibility requirements. Accounts are governed by written investment policies and are monitored and rebalanced as client circumstances and market conditions change.
Seneca is affiliated by common ownership with Atlas Legacy Advisors, LLC and shares office space, personnel and trading infrastructure with that affiliate, a detail the brochure identifies as part of its operating structure. The firm also offers less-common services for a supported adviser — estate‑planning facilitation via a third‑party technology provider (Wealth.com) and assistance with Section 1031 exchanges (including advice on Delaware Statutory Trusts) — and generally serves a concentrated, higher‑minimum client base (the brochure cites a typical $2,000,000 account threshold and approximately $29.9 million in discretionary regulatory AUM).
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Concentrated stock management
Tax-loss harvesting
Retirement plans for business owners (SEP, solo 401k)
Fee options
Fixed fees for financial planning and consulting services (determined by scope and complexity)
Hourly fees up to $400 per hour for financial planning and consulting services
Account minimum: $2,000,000 Fee-only: Hourly fees up to $400 per hour; fixed fees for certain financial planning and consulting services (amounts determined per engagement)
Main office location
Seneca Private Wealth, LLC
1999 Avenue Of The Stars, Suite 3350
Los Angeles CA 90067, United States
Number of offices
1
Most active in
Seneca Private Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
California · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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