Celestial Wealth Management

Celestial Wealth Management serves individuals, high‑net‑worth clients, and employee benefit plans, providing discretionary investment management alongside stand‑alone financial planning and consulting. The firm also delivers pension consulting and participant education, and distributes general educational content through virtual seminars, a tiered YouTube channel, and a structured digital course.

The firm manages client assets through LPL‑sponsored programs and may use model portfolios and third‑party managers, allocating across mutual funds, ETFs, equities, fixed income, options, REITs and other alternative vehicles. Research and portfolio construction combine fundamental, technical and cyclical analysis together with quantitative screening (e.g., Sharpe/Sortino metrics and capture ratios) followed by qualitative due diligence, and accounts are typically managed on a discretionary basis subject to client‑imposed restrictions.

What distinguishes the firm from many peers is that it acts as a wrap‑fee program sponsor and portfolio manager within LPL’s SWM II platform, while also offering paid and free educational products (YouTube membership tiers, virtual seminars, and a $597 digital course) and providing formal pension‑plan consulting and participant education. With roughly $76 million in discretionary assets and under a hundred client relationships, this combination of wrap‑sponsor responsibilities, monetized educational content, and plan consulting creates operational and conflict‑management considerations—such as platform execution practices and mutual‑fund share‑class selection—that prospective clients should review in the brochure.