SENECA PRIVATE WEALTH, LLC
CRD #334161 SEC #801-131767 LOS ANGELES, CA 310-984-1347
SEC Registered
Total AUM
--
Discretionary
--
Employees
4
Clients
--
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 6, 2024
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MOLINAR, BRYAN, GREGORY | I | PARTNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| FULTON FINANCIAL LLC | DE | MEMBER | C | Control |
| BM ATLAS LEGACY INC. | DE | MEMBER | B | Control |
| MF ATLAS LEGACY | DE | MEMBER | B | Control |
| MR ATLAS LEGACY, INC. | DE | MEMBER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| FULTON, MATTHEW, COLE | I | MF ATLAS LEGACY | E | Control |
| Fulton, Kyle, Spencer | I | FULTON FINANCIAL LLC | E | Control |
| ROSENBACH FAMILY TRUST UA DTD 04/14/2000 | DE | MR ATLAS LEGACY, INC. | E | Control |
| MOLINAR, BRYAN, GREGORY | I | BM ATLAS LEGACY INC. | D | Control |
| Molinar, Samantha | I | BM ATLAS LEGACY INC. | D | |
| ROSENBACH, MARC, M | I | ROSENBACH FAMILY TRUST UA DTD 04/14/2000 | D | Control |
Registrations
Federal
IA
Dec 6, 2024 REGISTERED
Notice Filings (1)
CA
Address
1999 AVENUE OF THE STARSSUITE 3350
LOS ANGELES, CA 90067
United States
Phone: 310-984-1347