Seneca Private Wealth, Llc
- Regulatory AUM
- $29.9M
- Discretionary
- $29.9M
- Clients
- 37
- Avg AUM / client
- $807K
- Accounts
- 53
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 33 | $8.6M | 28.7% |
| High net worth individuals | 4 | $21.3M | 71.3% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bryan Gregory Molinar | Partner/Chief Compliance Officer | CFP | May 2024 (2y) | ≈ 5% – 18.75% via Bm Atlas Legacy Inc. |
| Marc M Rosenbach | Grantor/Trustee | May 2024 (2y) | ≈ 3.75% – 18.75% via Rosenbach Family Trust Ua Dtd 04/14/2000 | |
| Molinar, Samantha | Member | May 2024 (2y) | ≈ 5% – 18.75% via Bm Atlas Legacy Inc. | |
| Kyle Spencer Fulton | Member | Dec 2024 (2y) | ≈ 18.75% – 50% via Fulton Financial Llc | |
| Matthew Cole Fulton | Member | CFP | Dec 2024 (2y) | ≈ 7.5% – 25% via Mf Atlas Legacy |
| Susan Wong Maxey | Registered representative | Jan 2025 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Fulton Financial Llc | Member | Dec 2024 | A | 25% – 50% |
| Mr Atlas Legacy, Inc. | Member | Dec 2024 | A | 10% – 25% |
| Bm Atlas Legacy Inc. | Member | Dec 2024 | A | 10% – 25% |
| Mf Atlas Legacy | Member | Dec 2024 | A | 10% – 25% |
| Rosenbach Family Trust Ua Dtd 04/14/2000 | Member | May 2024 | B | ≈ 7.5% – 25% via Mr Atlas Legacy, Inc. |
Undisclosed: 0% – 45% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bryan Gregory Molinar: 50% – 75% of Bm Atlas Legacy Inc. × 10% – 25% direct ≈ 5% – 18.75% of the firm
- Marc M Rosenbach: 50% – 75% of Rosenbach Family Trust Ua Dtd 04/14/2000 × 75% – 100% of Mr Atlas Legacy, Inc. × 10% – 25% direct ≈ 3.75% – 18.75% of the firm
- Molinar, Samantha: 50% – 75% of Bm Atlas Legacy Inc. × 10% – 25% direct ≈ 5% – 18.75% of the firm
- Kyle Spencer Fulton: 75% – 100% of Fulton Financial Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Matthew Cole Fulton: 75% – 100% of Mf Atlas Legacy × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Rosenbach Family Trust Ua Dtd 04/14/2000: 75% – 100% of Mr Atlas Legacy, Inc. × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/10/2026 | 989 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $29.9M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 10, 2026.
View current Form ADV (SEC/IAPD) ↗