CELA WEALTH MANAGEMENT

Overview

Cela Wealth Management is an independent, owner-operated registered investment adviser structured as an LLC. The firm serves a mix of individual, family and smaller institutional clients, delivering financial planning, portfolio management for individuals and small businesses, and periodic publications. Fee arrangements combine percentage-of-AUM pricing with fixed-fee engagements, indicating both ongoing advisory relationships and project-based work. Investment activity centers on pooled public funds as the core allocation vehicle, supplemented by corporate debt for fixed-income exposure. The firm is not positioned as an active ESG investor and does not present as a multi-state or pension consultant adviser. An affiliation with a law firm is listed, which can inform client servicing around estate, trust or tax-related planning needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices