# CA FAMILY WEALTH LLC

CA FAMILY WEALTH LLC of BEVERLY HILLS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 285229
- Type: SEC-registered investment adviser
- SEC file number: 801-110200
- Location: 9465 WILSHIRE BLVD., SUITE 840, BEVERLY HILLS, CA, 90212
- Phone: 877-556-5550
- Latest filing: 2025-03-24
- Regulatory AUM: $933.0M
- Discretionary AUM: $933.0M
- Clients: 5
- Accounts: 142

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (10)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/285229/brochure
- Similar advisers: https://search.stillhousedata.com/firm/285229/similar
- Related entities: https://search.stillhousedata.com/firm/285229/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/285229

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.