Cela Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$65,010,228
Total clients
83
19% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
28
Average account size
$783,256
About
Cela Wealth Management provides fee-only financial planning and discretionary portfolio management to individuals, trusts, foundations and small businesses, with a practice focused on higher-net-worth households but serving a range of clients. The firm offers standalone or ongoing financial planning and investment supervisory services, and provides planning at no additional charge for household accounts above the firm’s stated threshold.
The firm emphasizes a data-driven, weight-of-evidence investment process that combines fundamental and technical analysis and uses a core-and-satellite, strategic asset-allocation approach with low-cost index ETFs as portfolio cores and tactical satellite positions. Portfolios are globally diversified and the firm may employ margin transactions as part of its trading toolkit, alongside long- and short-term purchases and trading strategies.
Distinctive features include an affiliation with an in-house law practice: the firm’s principal is a licensed attorney who operates an affiliated law office and certain staff also divide time between advisory and legal work, providing legal services to clients separately from advisory engagements. The firm issues regular quarterly written reports to clients and produces additional reports on request, and it limits direct ownership of crypto-assets while permitting crypto and precious-metal exposure via ETFs—items the brochure highlights as areas of specific risk and policy.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.80% annually $5,000,001+: 0.50% annually
Account minimum: $750,000 Fee-only: Negotiable fixed annual fee for advice on held-away accounts without managed assets; Fixed fee for financial planning services ranging generally from $2,500 to $12,000; On-going financial planning paid quarterly in advance.
Main office location
Cela Wealth Management
8950 Sw 74 Th Court, Suite 2213
Miami FL 33156, United States
Number of offices
1
Most active in
Florida · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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