CELADON MANAGED WEALTH

CELADON MANAGED WEALTH of PLYMOUTH, MN is an SEC-registered investment adviser (CRD 165978). Regulatory assets under management: $79.7M.

Registration

• CRD: 165978
• Type: Registered investment adviser
• Location: 3370 ANNAPOLIS LANE SUITE B, PLYMOUTH, MN, 55447
• Phone: 952-767-5839
• Latest filing: 2026-02-03
• Regulatory AUM: $79.7M
• Non-discretionary AUM: $79.7M
• Clients: 2
• Accounts: 284

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165978 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search