$29.9M Total AUM
$29.9M Disc. AUM
-- 3Y CAGR
5 Employees
37 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-06-2025
- Office Locations
- 2
Office Locations
1999 Avenue OF THE Stars Suite 3350 LOS Angeles CA
-- Prosper TX
About Seneca Private Wealth, LLC
Seneca Private Wealth, LLC is a LOS Angeles-based RIA with 2 offices. The firm has been operating for 1 years. Managing $29.9M in total assets under management, with 5 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
60 AVG AGE
$6.0M AVG AUM / ADVISOR
$807.1K AVG AUM / CLIENT
1.5 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
1yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
Kyle Spencer Fulton
CHIEF OPERATING OFFICER
- CRD
- #7400736
- Ownership
- Less than 5%
Available
Available
Available
MATTHEW COLE FULTON
Chief Executive Officer
- CRD
- #7567004
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 4 owners & executives
Unlock allContacts
S
SUSAN WONG MAXEY
CHIEF OPERATING OFFICER
- CRD
- #5019872
Available
Available
Available
Showing 1 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,863,050 | $563,454 |
| Non-Discretionary | $0 | -- |
| Total | $29,863,050 | $563,454 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing