Celaya Wealth Management

Overview

Celaya Wealth Management is structured as an independent, privately owned registered investment adviser operating as a corporation. The firm serves both individual and family clients as well as institutional and business clients, delivering financial planning and portfolio management across a mix of client types. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting-related work, and educational offerings such as published newsletters and seminars or workshops. The firm bills using a combination of percentage-of-AUM fees and non-AUM fee arrangements (hourly, fixed fees and other fee types), indicating flexibility to serve clients with different engagement preferences. Celaya does not market itself as an active ESG investor and its operations do not appear to span multiple states under an active multistate adviser designation.

Assets & Accounts

Public Holdings