Seneca Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
1999 Avenue of the Stars, Suite 3350
Los Angeles CA 90067
Advisors at this office
5
Most active in
California · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Marc R
Series 63, Series 66
Los Angeles, CA
Seneca Private Wealth, LLC
Marc Rosenbach is a financial advisor with Seneca Private Wealth, LLC, holding Series 63 and Series 66 licenses and 37 years of industry experience. Before joining Seneca Private Wealth in 2025, he worked at Atlas Legacy Advisors LLC and Wells Fargo Clearing. Seneca Private Wealth, LLC offers investment and wealth management, financial planning, and retirement plan services to individuals, families, trusts, institutions, and corporations. The firm provides customized, risk-adjusted, tax-aware asset allocations that combine active and passive strategies, and it also facilitates estate-planning and Section 1031 exchanges for a typically higher-minimum client base.
Kyle F
Series 65
Los Angeles, CA
Seneca Private Wealth, LLC
Kyle Fulton is a financial advisor at Seneca Private Wealth, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at LPL Financial and Finwell. Outside of advising, he is employed as a staff accountant and head of a data entry department at Fulton Management. Seneca Private Wealth, LLC provides investment and wealth management services along with financial planning to individuals, high-net-worth clients, and institutional entities. The firm emphasizes a risk-adjusted, tax-efficient investment approach combining active and passive strategies, with particular focus on retirement plan consulting and managing independent managers on behalf of clients.
Bryan M
CFP®, Series 66
Los Angeles, CA
Seneca Private Wealth, LLC
Bryan Molinar is a CFP® with 10 years of industry experience, currently serving at Seneca Private Wealth, LLC. His prior experience includes roles at Atlas Legacy Advisors LLC, Wells Fargo Clearing, and UBS Financial Services. Seneca Private Wealth, LLC provides investment and wealth management, financial planning, and retirement plan services to individuals, families, trusts, institutions, and corporations. The firm offers customized, risk-adjusted, tax-aware asset allocations combining active and passive strategies, and may recommend Independent Managers or private funds for eligible clients.
Susan M
Series 66
Los Angeles, CA
Seneca Private Wealth, LLC
Susan Maxey is a financial advisor at Seneca Private Wealth, LLC with 17 years of industry experience. She holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Atlas Legacy Advisors LLC. Seneca Private Wealth, LLC offers investment and wealth management, financial planning, and retirement plan services to individuals, families, trusts, institutions, and corporations. The firm provides customized, risk-adjusted, tax-aware asset allocations combining active and passive strategies, and may recommend Independent Managers or private funds for eligible clients.
Matthew F
CFP®, Series 66
Los Angeles, CA
Seneca Private Wealth, LLC
Matthew Fulton is a CFP® professional with three years of industry experience. He is currently with Seneca Private Wealth, LLC and has previously worked at Atlas Legacy Advisors LLC, Wells Fargo Clearing, and UBS. Fulton also has experience related to the University of California, Santa Barbara and earlier roles prior to entering financial services. Seneca Private Wealth, LLC provides investment and wealth management, financial planning, and fiduciary and non-fiduciary retirement plan services to a client base including individuals, families, trusts, institutions, and corporations. The firm offers tailored discretionary portfolio management with customized, risk-adjusted, tax-aware asset allocations blending active and passive strategies, and provides specialized services such as estate-planning facilitation and assistance with Section 1031 exchanges.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")