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
Celaya Wealth Management
By the Numbers
-
Total Assets Under Management20MILLION
-
Total Number of Accounts123ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Celaya Wealth Management
1
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 (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.
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