CELA WEALTH MANAGEMENT
CELA WEALTH MANAGEMENT of MIAMI, FL is an SEC-registered investment adviser (CRD 148040). Regulatory assets under management: $65.0M.
Registration
- CRD: 148040
- SEC file number: 801-69620
- Type: Registered investment adviser
- Location: 8950 SW 74TH COURT, MIAMI, FL, 33156
- Phone: 305-667-8123
- Latest filing: 2026-02-19
- Regulatory AUM: $65.0M
- Discretionary AUM: $64.3M
- Non-discretionary AUM: $693K
- Clients: 3
- Accounts: 171
Business model
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Corporations.
Officers, owners & control persons (1)
| Name | Role | Location |
|---|
| HARRIS ANA CELA | PRESIDENT/CHIEF COMPLIANCE OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | — |
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