Celaya Wealth Management

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Client assets under management

$23,767,279

Clients

0% high-net-worth

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Low

Average account size

$416,970

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops

Main office location

Celaya Wealth Management

Miami FL, United States

Number of offices

Most active in

Florida

Disclosures

Business activities & affiliations

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.

Lawyer

They provide legal services, typically billed separately.

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

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Website 305-560-4434

Advisors at this firm

Carlos C

CFP®, Series 65

Miami, FL

Celaya Wealth Management

Carlos Celaya is a CFP® and holds a Series 65 license with 15 years of industry experience. He has been with Celaya Wealth Management in Miami, FL, since 2014. In addition to his advisory role, he holds an active life and insurance license and dedicates time each month assisting clients with personal life, disability, and annuity insurance needs. Celaya Wealth Management is a small firm with two advisors, focused on providing personalized financial services.

Ariel C

Series 66

Miami, FL

Celaya Wealth Management

Ariel Cabrera is a financial advisor at Celaya Wealth Management with 36 years of industry experience. He holds a Series 66 designation and has previously worked with Princor Financial Services Corporation and Principal Life Insurance Company. Cabrera also operates as an independent insurance agent offering various insurance products including fixed life, disability, health, and long-term care insurance. Celaya Wealth Management is a small firm based in Miami, serving clients with personalized financial planning and investment management services.

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