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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-18-2008
- Office Locations
- 1
Office Locations
About Cela Wealth Management
CELA Wealth Management is a Miami-based RIA offering data-driven, personalized investment management and financial planning, including tax, estate, insurance, portfolio construction, and business-succession planning. Portfolios primarily use public funds and ETFs and can incorporate fixed income, real estate, and digital assets. The firm emphasizes unbiased advice, transparent fees, and direct access to a dedicated advisory team; custody is primarily at Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ANA CELA HARRIS
Founder, President
- CRD
- #5591551
- Ownership
- 75% or more
Sol Villalobos
Chief Compliance Officer, Director of Operations
- CRD
- #7611756
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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CARLOS SAMUEL HERMIDA
Certified Financial Planner
- CRD
- #6185624
Showing 1 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,317,153 | -- |
| Non-Discretionary | $693,075 | -- |
| Total | $65,010,228 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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