Celestial Wealth Management

Celestial Wealth Management (CRD# 311089) is a financial advisory firm headquartered in , . They manage $50,813,469 in 180 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.celestialwm.com
By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    180
    ACCOUNTS
  • Average Account Value
    $282,297
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MD, TX

Financial Advisors at Celestial Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Colin Exelby, financial advisor Towson MD
Colin B. Exelby
CRD#: 2928099
Towson, MD

Colin Exelby (CRD# 2928099) is an Investment Advisor Representative working at Celestial Wealth Management in Towson, MD and has over 23 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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