$79.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
117 ADV. Clients
12 yrs Firm Age
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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-16-2014
- Office Locations
- 1
Office Locations
3370 Annapolis Lane Suite B Plymouth MN
About Celadon Managed Wealth
Celadon Managed Wealth is a Plymouth, MN registered investment adviser providing investment management and comprehensive financial planning for select clients, including business owners and entrepreneurs. Portfolios are implemented primarily with ETFs and public funds, and the firm reports custody relationships that include Charles Schwab.
Team overview
-- AVG AGE
$79.7M AVG AUM / ADVISOR
$681.2K AVG AUM / CLIENT
8.9 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Alpha capital Insight Timber element
Client Personas
Delta Focus
Investment Themes
Momentum element Prime focus
Investment Vehicles
Matrix north
Platform
Bridge
Services
Matrix Catalyst Momentum horizon Radial Quantum Unison Glacier Insight vital
Owner & Executives
G
GEORGE ANDREW ANDREWS II
Chief Compliance Officer, President, Private Wealth Advisor
- CRD
- #1545451
- Ownership
- 75% or more
(569) 216-9532
meridian.frontier@crestcapital.com
in linkedin.com/in/capital-timber
J
Judith A. Vijums
Chief Financial Officer
- CRD
- --
- Ownership
- 50% but less than 75%
(254) 757-7649
zenith.foundation@summitcapital.com
in linkedin.com/in/wave-vector
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $79,698,925 | -- |
| Total | $79,698,925 | -- |
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Separately Managed Accounts
Total SMA Asset: $79,698,925
Equity - Exchange:
34.6% Public Funds:
44.3% Cash:
21.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,310,341,618 | 34.6% |
| Public Funds | $1,677,691,724 | 44.3% |
| Cash | $799,081,160 | 21.1% |
| Total | $3,787,114,502 | 100.0% |