Celaya Wealth Management

Celaya Wealth Management (CRD# 172948) is a financial advisory firm headquartered in , . They manage $19,782,011 in 123 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/in/carloscelaya/
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    123
    ACCOUNTS
  • Average Account Value
    $160,829
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Celaya Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Ariel Cabrera, financial advisor Miami FL
Ariel Cabrera
CRD#: 1233184
Miami, FL

Ariel Cabrera (CRD# 1233184) is an Investment Advisor Representative working at Celaya Wealth Management in Miami, FL and has over 20 years of experience in the finance industry.

2
Carlos Celaya, financial advisor Miami FL
Carlos C. Celaya
CRD#: 5794144
Miami, FL

Carlos Celaya (CRD# 5794144) is an Investment Advisor Representative working at Celaya Wealth Management in Miami, FL and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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