CA FAMILY WEALTH LLC of BEVERLY HILLS, CA is an SEC-registered investment adviser (CRD 285229). Regulatory assets under management: $933.0M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| Shannon Kathleen Mclaughlin | CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER | — |
| Matthew Joseph Celenza | GRANTOR & TRUSTEE; MANAGING PRINCIPAL | — |
| Andrea Shieh | DIRECTOR OF INVESTMENTS | — |
| Pamela Celenza | GRANTOR & TRUSTEE | — |
| MCLAUGHLIN SHANNON KATHLEEN | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & CHIEF FINANCIAL OFFICER, DIRECTOR OF OPERATIONS; CHIEF COMPLIANCE OFFICER & CHIEF OPERATING OFFICER (+1 more) | — |
| MACALINTAL MICHELLE JUMAO-AS | CHIEF COMPLIANCE OFFICER | — |
| CELENZA MATTHEW JOSEPH | GRANTOR & TRUSTEE; MANAGING MEMBER; MANAGING PRINCIPAL | — |
| SHIEH ANDREA | DIRECTOR OF INVESTMENTS | — |
| Celenza Pamela | GRANTOR & TRUSTEE | — |
| AIELLO ANDREW G | PARTNER | — |