SourcingSourcing

SENECA PRIVATE WEALTH, LLC

C29
CRD 334161·SEC 801-131767·LOS ANGELES, CA
AUM
$29.9M
$25M-$100M
Est. Revenue
$299K
@ 1% on AUM
Est. EBITDA
$90K
@ 30% margin
Est. Deal Value
$717K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SENECA PRIVATE WEALTH, LLC
CRD
334161
SEC file #
801-131767
EIN
—
DBA names
—

Economics

AUM
$29.9M
AUM band
$25M-$100M
AUM trajectory
—
Client mix
Individuals Other33
Individuals High Net Worth4

Operations

Employees (total)
5
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
4 advisors → 5 advisors▲ +25%
Primary office
LOS ANGELES CA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
senecapw.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FULTON FINANCIAL LLC
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
5
Control Persons
FULTON FINANCIAL LLC
BM ATLAS LEGACY INC.
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SENECAPW.COM
Rdap Domain Creation Date
2024-11-07T18:51:32Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-11-07T18:51:32Z
Rdap Domain Last Changed
2024-11-07T18:51:33Z
Rdap Nameservers
Ns41.domaincontrol.comNs42.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (5)

5
MOLINAR, BRYAN, GREGORY
IAR · Executive Officer · 2.5%
6551259
Kyle Spencer Fulton
IAR
7400736
MAXEY, SUSAN, WONG
IAR
5019872
MATTHEW COLE FULTON
IAR
7567004
ROSENBACH, MARC, M
IAR
1693996