Cela Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$58,090,111
Clients
83
Advisors
3
of 3 employees
About
Cela Wealth Management provides fee-only financial planning and discretionary portfolio management to individuals, trusts, foundations and small businesses, with a practice focused on higher-net-worth households but serving a range of clients. The firm offers standalone or ongoing financial planning and investment supervisory services, and provides planning at no additional charge for household accounts above the firm’s stated threshold.
The firm emphasizes a data-driven, weight-of-evidence investment process that combines fundamental and technical analysis and uses a core-and-satellite, strategic asset-allocation approach with low-cost index ETFs as portfolio cores and tactical satellite positions. Portfolios are globally diversified and the firm may employ margin transactions as part of its trading toolkit, alongside long- and short-term purchases and trading strategies.
Distinctive features include an affiliation with an in-house law practice: the firm’s principal is a licensed attorney who operates an affiliated law office and certain staff also divide time between advisory and legal work, providing legal services to clients separately from advisory engagements. The firm issues regular quarterly written reports to clients and produces additional reports on request, and it limits direct ownership of crypto-assets while permitting crypto and precious-metal exposure via ETFs—items the brochure highlights as areas of specific risk and policy.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.80% annually $5,000,001+: 0.50% annually
Account minimum: $750,000 Fee-only: Negotiable fixed annual fee for advice on held-away accounts without managed assets; Fixed fee for financial planning services ranging generally from $2,500 to $12,000; On-going financial planning paid quarterly in advance.
Main office
8950 SW 74th Court, Suite 2213
Miami FL 33156
Advisors at this office
3
Most active in
Florida · Texas
Also doing business as
Cela Advisors · Cela Advisors, LLC · Cela Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Sol V
Series 65
Miami, FL
Cela Wealth Management
Sol Villalobos is a financial advisor at Cela Wealth Management with four years of industry experience. He holds a Series 65 credential and has worked at the A2 Law Office, P.A. since 2022, where he serves as a legal assistant drafting trusts and wills. Prior to his advisory role, he spent eight years with the Poder Judicial de la Nacion-Camara Nacional de Apelaciones Comer. Cela Wealth Management provides fee-only financial planning and discretionary portfolio management to individuals, trusts, foundations, and small businesses, focusing on higher-net-worth households. The firm uses a data-driven investment process combining fundamental and technical analysis with a core-and-satellite approach featuring low-cost index ETFs and tactical satellite positions.
Ana H
CFP®
Miami, FL
Cela Wealth Management
Ana Harris is a CFP® professional with 17 years of industry experience. She has been with Cela Advisors since 2008. In addition to her financial advisory role, she practices as an attorney-at-law, dedicating a portion of her time to legal services. Cela Wealth Management provides fee-only financial planning and discretionary portfolio management for individuals, trusts, foundations, and small businesses, generally serving clients with substantial household investable assets. The firm employs a data-driven investment approach combining fundamental and technical analysis, utilizing core-and-satellite allocations with low-cost index funds and ETFs, and emphasizes downside risk management through portfolio tilts.
Carlos H
Series 65
Miami, FL
Cela Wealth Management
Carlos Hermida is a financial advisor at Cela Wealth Management with 12 years of industry experience. He holds a Series 65 credential and has worked at ESE Industries, Inc. and Cela Advisors. Hermida is also a Certified Public Accountant (CPA) and serves as the owner and president of Emerald Bay Ventures, Inc., a holding company unrelated to his advisory work. Cela Wealth Management provides fee-only financial planning and discretionary portfolio management for individuals, trusts, foundations, and small businesses, generally serving clients with substantial household investable assets. The firm employs a data-driven approach combining fundamental and technical analysis with a core-and-satellite allocation using low-cost index funds and ETFs, emphasizing downside risk management and global diversification.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)