CA FAMILY WEALTH LLC

BOULEVARD FAMILY WEALTH
BEVERLY HILLS, California·6 registered advisors·CRD# 285229
SEC# 801-1102000877-556-5550
01

Firm Overview

AUM
$845M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at CA FAMILY WEALTH LLC

6 registered advisors
Andrea Shieh
BEVERLY HILLS, California
Andrew G Aiello
BEVERLY HILLS, California
Matthew Joseph Celenza
BEVERLY HILLS, California
Michelle Jumao-As Macalintal
LOS ANGELES, California
Pamela Celenza
BEVERLY HILLS, California
Shannon Kathleen Mclaughlin
BEVERLY HILLS, California
05

Office Locations

BEVERLY HILLS, California
5 advisors
LOS ANGELES, California
1 advisor

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Data sourced from SEC Form ADV filings. CA FAMILY WEALTH LLC (CRD# 285229) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.