Celadon Managed Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$76,544,792
Clients
117
38% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
117
Very HighAverage account size
$654,229
About
Celadon Managed Wealth provides investment advisory services to individual clients — including high‑net‑worth individuals — as well as pension and profit‑sharing plans, trusts, estates and other business entities. The firm offers continuous asset management, written financial planning and retirement plan consulting that includes investment selection, due diligence and participant education.
The firm uses fundamental and technical analysis across mutual funds, ETFs, exchange‑listed and OTC securities and options, with both long‑ and short‑term strategies and occasional option writing. Uncommonly for its peer group, Celadon reports that essentially all client assets are managed on a non‑discretionary basis (the ADV discloses $0 discretionary and about $79.7 million non‑discretionary as of December 31, 2025), so advisers contact clients before implementing trades.
Celadon is a small, supported registered adviser overseeing a material amount of assets while combining retirement plan fiduciary consulting with individualized participant advice and plan monitoring. Operationally the firm requires custody at Schwab Institutional, does not aggregate or “block” trades, does not vote client proxies, and discloses potential conflicts tied to rollovers to IRAs and separate insurance commissions.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
Income planning
Retirement plans for business owners (SEP, solo 401k)
General tax planning
Fee options
1.50% annually
Main office location
Celadon Managed Wealth
3370 Annapolis Lane Suite B
Plymouth MN 55447, United States
Number of offices
1
Most active in
Celadon Managed Wealth has reported serving >5 clients in these states in the last 12 months.
Minnesota
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")