A complete list of active advisors currently associated with Seneca Private Wealth, LLC
Warmer can help you find a great advisor at Seneca Private Wealth, LLC or one who fits your needs even better.
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).
To learn more about the advisors currently working at Seneca Private Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Los Angeles, CA
| 4
|
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