RIA Intel›Advisers›Connecticut›SENECA WEALTH ADVISORS, LLC

SENECA WEALTH ADVISORS, LLC

Advisory

WESTPORT, CT

Data as of Mar 16, 2026 · Source: SEC Form ADV

Rank in CT
#1,283
of 1,312 advisers by AUM
Average account
$673K
across 2 accounts
AUM per adviser
$1M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM
$1M
Discretionary %
100%
Clients
2
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$1M
Discretionary AUM$1M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients2
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCT, NC, OR
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CT

Closest by assets under management. All figures from Form ADV.

SYENA CAPITAL MANAGEMENT, LLC
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-6.3% 1Y
SEVA FUNDS, LLC
$1M
VON KOHORN RESEARCH & ADVISORY, INC.
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$1M
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CHASSEUR CAPITAL MANAGEMENT, LLC
STAMFORD, CT
$2M
REYNOLDS CAPITAL LLC
STAMFORD, CT
$1M
0.0% 1Y
IN THE MONEY RETIREMENT PLANNING LIMITED LIABILITY COMPANY
WATERFORD, CT
$1M

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