Celadon Managed Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Celadon Managed Wealth provides investment advisory services to individual clients — including high‑net‑worth individuals — as well as pension and profit‑sharing plans, trusts, estates and other business entities. The firm offers continuous asset management, written financial planning and retirement plan consulting that includes investment selection, due diligence and participant education.
The firm uses fundamental and technical analysis across mutual funds, ETFs, exchange‑listed and OTC securities and options, with both long‑ and short‑term strategies and occasional option writing. Uncommonly for its peer group, Celadon reports that essentially all client assets are managed on a non‑discretionary basis (the ADV discloses $0 discretionary and about $79.7 million non‑discretionary as of December 31, 2025), so advisers contact clients before implementing trades.
Celadon is a small, supported registered adviser overseeing a material amount of assets while combining retirement plan fiduciary consulting with individualized participant advice and plan monitoring. Operationally the firm requires custody at Schwab Institutional, does not aggregate or “block” trades, does not vote client proxies, and discloses potential conflicts tied to rollovers to IRAs and separate insurance commissions.
Client services
Expertise
Fee options
1.50% annually
Main office
3370 Annapolis Lane Suite B
Plymouth MN 55447
Advisors at this office
1
Most active in
Minnesota
Also doing business as
Celadon Managed Wealth · Celadon Managed Wealth, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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