CA Family Wealth LLC
Legal Name: CA FAMILY WEALTH LLC
Full Contact Details
CA Family Wealth LLC
9465 WILSHIRE BLVD., SUITE 840, BEVERLY HILLS, CA
877-556-5550
Other Info
CA Family Wealth LLC is a DE Limited Liability Company with 7 employees, focused on providing advisory services to clients, though the number of clients is unknown. Its last reported SEC status is Approved, with a registration date of Mar 31, 2017.
Boulevard Family Wealth
An exclusive independent Registered Investment Advisor located in Beverly Hills catering to ultra-affluent individuals, multi-generational families and sophisticated entrepreneurs.
Direct Owners
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ANDREA SHIEH
DIRECTOR OF INVESTMENTS owns less than 5%
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ANDREW G AIELLO
PARTNER owns less than 5%
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CELENZA LIVING TRUST
MANAGING MEMBER owns 75% or more
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MATTHEW JOSEPH CELENZA
MANAGING PRINCIPAL owns less than 5%
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SHANNON KATHLEEN MCLAUGHLIN
CHIEF COMPLIANCE OFFICER & CONTROLLER owns less than 5%
Indirect Owners
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PAMELA CELENZA
GRANTOR & TRUSTEE
Firms Located Nearby
- Levine Leichtman Strategic Capital LLC
- Cheviot Value Management LLC
- Advanced Research Investment Solutions LLC
- Checchi Capital Fund Advisers LLC
- Beverly Investment Advisors LLC
- Archer Capital Management LP
- Platinum Equity Advisors LLC
- Lewis Capital Management LLC
- The Gores Group LLC
- O'Boyle Wealth Management Inc