Kyle Fulton
Seneca Private Wealth · Los Angeles, California
Kyle Fulton is a fee-only financial advisor at Seneca Private Wealth in Los Angeles, California. Kyle focuses on estate & legacy planning, tax planning and family wealth transfer. Seneca Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Seneca Private Wealth |
|---|---|
| Based in | Los Angeles, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $29.9M across 53 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7400736 |
| Exams passed | Series 65 (2021) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | senecapw.com |
| Profile |
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Questions about Kyle
Is Kyle Fulton a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kyle holds no broker registration, and Seneca Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kyle charge for financial advice?
Kyle's firm, Seneca Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kyle Fulton based?
Kyle Fulton is based in Los Angeles, California.
What does Kyle specialize in?
Kyle's specialties include estate & legacy planning, tax planning and family wealth transfer. Kyle works with ultra high net worth and multi-generational families.
Is Kyle Fulton registered with the SEC?
Yes. Kyle Fulton is registered as an investment adviser representative in CA (CRD 7400736), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Seneca Private Wealth manage?
Seneca Private Wealth reports $29.9M across 53 accounts in assets under management.
How do I contact Kyle Fulton?
Through Kyle's website, senecapw.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Seneca Private Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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