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SENESCHAL FAMILY OFFICE

TACOMA, WA · CRD 131618 · IAPD ↗ · seneschalfamilyoffice.com · (253) 460-3430

$301.3MRegulatory AUM
3Advisory reps
5Employees
3Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
August 2026 — SENESCHAL FAMILY OFFICE notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — SENESCHAL FAMILY OFFICE reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
64
March 2025 — SENESCHAL FAMILY OFFICE reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
25
April 2024 — SENESCHAL FAMILY OFFICE changed its website from seneschaladvisors.com to seneschalfamilyoffice.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.