CELAYA WEALTH MANAGEMENT

CELAYA WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 172948). Regulatory assets under management: $32.9M.

Registration

• CRD: 172948
• Type: Registered investment adviser
• Phone: 305-560-4434
• Latest filing: 2026-03-09
• Regulatory AUM: $32.9M
• Discretionary AUM: $23.8M
• Non-discretionary AUM: $9.1M
• Clients: 3
• Accounts: 144

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 172948 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search