$32.9M Total AUM
$23.8M Disc. AUM
-- 3Y CAGR
3 Employees
62 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-10-2014
- Office Locations
- 1
Office Locations
-- Miami FL
About Celaya Wealth Management
Celaya Wealth Management is a Miami-based registered investment and wealth advisory firm providing technology-driven financial planning and ongoing wealth management. Portfolios are customized to each client’s risk threshold and designed to help buffer major market downturns, with allocations that evolve as life events change. The firm’s SMA mix is primarily ETF-based, and it custodians with Charles Schwab.
Team overview
-- AVG AGE
$16.4M AVG AUM / ADVISOR
$530.3K AVG AUM / CLIENT
8.4 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Services
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Technology
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Owner & Executives
C
CARLOS CESAR CELAYA
Certified Financial Planner, President
- CRD
- #5794144
- Ownership
- 75% or more
Available
Available
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A
ARIEL CABRERA
Auditor
- CRD
- #1233184
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,767,279 | -- |
| Non-Discretionary | $9,109,517 | -- |
| Total | $32,876,796 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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