CELESTIAL WEALTH MANAGEMENT

CELESTIAL WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 311089). Regulatory assets under management: $76.4M.

Registration

• CRD: 311089
• Type: Registered investment adviser
• Phone: 443-438-7211
• Latest filing: 2026-03-09
• Regulatory AUM: $76.4M
• Discretionary AUM: $76.4M
• Clients: 1
• Accounts: 222

Business model

Compensation: % of AUM, Fixed, Subscription.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311089 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search