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Seneca Private Wealth

EST. AUM
$29,863,050

CONTACTS
2

CLIENT ACCOUNTS
53

Firm Details

Metro area Los Angeles
CRD Number 334161
Website senecapw.com
Client types

Overview

Seneca Private Wealth is an independent advisory firm that provides wealth management services to individuals and families, including those in the entertainment industry. Founded by a team with over 45 years of combined experience, the firm offers financial planning and investment management. It is affiliated with Atlas Legacy Advisors, an SEC-registered RIA, and uses an open-architecture investment platform and technology to support its financial planning process.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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