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Celestial Wealth Management

Celestial Wealth Management. CRD 311089

Celestial Wealth Management logo

CRD: 311089

Celestial Wealth Management

Towson, MD
4434387211
celestialwm.com
$76.4M Total AUM
$76.4M Disc. AUM
-- 3Y CAGR
1 Employees
97 ADV. Clients
5 yrs Firm Age

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Firm Details

Custodian
LPL Financial ยท Morgan Stanley
Clients
Retail
Platforms
North meridianRidge matrix +more
Established Date
10-26-2020
Office Locations
1

Office Locations

-- Towson MD

About Celestial Wealth Management

Celestial Wealth Management is a Maryland-based fiduciary RIA founded by Colin B. Exelby, CFP. The firm provides financial planning and investment management for business owners/entrepreneurs and pre-retirees, with a focus on tax-efficient strategies, cash-flow optimization, and legacy planning in coordination with clients' CPAs and attorneys. Exelby also publishes investor education via the "See The Forest Through the Trees" YouTube channel.

Team overview

45 AVG AGE
$76.4M AVG AUM / ADVISOR
$788.0K AVG AUM / CLIENT
5.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age

Insights

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Asset Classes

Bridge pioneer Matrix foundation Vital crest Catalyst vertex Quantum momentum Fusion value

Client Personas

Signal Summit unison Radial

Custodian

Vertex optima Fusion Element Oak Vertex Alpha Matrix

Investment Themes

Radial Vital Frontier Frontier Capital Alpha

Investment Vehicles

Radial Ember

Services

Zenith wave Capital oak Horizon Insight signal Bridge wave Glacier Vector atlas Matrix crest Summit prime Unison Wave value

Technology

Fusion fusion Delta Capital harbor Ridge Atlas Frontier pathway Frontier

Owner & Executives

COLIN BRITTON EXELBY

COLIN BRITTON EXELBY

Chief Compliance Officer, Owner, President

CRD
#2928099
Ownership
75% or more
(699) 334-2601
ridge.alpha@pioneercapital.com
in linkedin.com/in/ridge-peak

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $76,438,506 --
Non-Discretionary $0 --
Total $76,438,506 --

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Separately Managed Accounts

Total SMA Asset: $76,438,506

$76.4M Total SMA
Public Funds:
28.4%
Equity - Exchange:
18.5%
Cash:
13.0%
Municipal Bonds:
18.6%
Other:
13.5%
U.S. Government/Agency:
8.0%
Asset class Assets Assets %
Public Funds $699,031,536 28.4%
Equity - Exchange $455,355,050 18.5%
Cash $319,979,224 13.0%
Municipal Bonds $457,816,428 18.6%
Other $332,286,117 13.5%
U.S. Government/Agency $196,910,292 8.0%
Total $2,461,378,647 100.0%

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