Celestial Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$76,438,506
Total clients
87
44% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
87
Average account size
$878,604
About
Celestial Wealth Management serves individuals, high‑net‑worth clients, and employee benefit plans, providing discretionary investment management alongside stand‑alone financial planning and consulting. The firm also delivers pension consulting and participant education, and distributes general educational content through virtual seminars, a tiered YouTube channel, and a structured digital course.
The firm manages client assets through LPL‑sponsored programs and may use model portfolios and third‑party managers, allocating across mutual funds, ETFs, equities, fixed income, options, REITs and other alternative vehicles. Research and portfolio construction combine fundamental, technical and cyclical analysis together with quantitative screening (e.g., Sharpe/Sortino metrics and capture ratios) followed by qualitative due diligence, and accounts are typically managed on a discretionary basis subject to client‑imposed restrictions.
What distinguishes the firm from many peers is that it acts as a wrap‑fee program sponsor and portfolio manager within LPL’s SWM II platform, while also offering paid and free educational products (YouTube membership tiers, virtual seminars, and a $597 digital course) and providing formal pension‑plan consulting and participant education. With roughly $76 million in discretionary assets and under a hundred client relationships, this combination of wrap‑sponsor responsibilities, monetized educational content, and plan consulting creates operational and conflict‑management considerations—such as platform execution practices and mutual‑fund share‑class selection—that prospective clients should review in the brochure.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Options & derivatives strategies
Business succession planning
Wealth management
Retirement withdrawal strategies
Occupation focus
Founder/Business Owner
Executive
Fee options
Financial planning fixed fees range from $100 to $50,000 (negotiable). Educational virtual seminars charged flat fees varying by content and length.
Up to 2.0% annually (negotiable)
Insurance commissions earned by licensed insurance agents affiliated with the firm, separate from advisory fees.
YouTube Supporter Membership: $2.99/month; Elite Membership: $9.99/month; Digital Financial Educational Course: $597 one-time purchase.
Account minimum: $250,000
Main office location
Celestial Wealth Management
Towson MD, United States
Number of offices
1
Most active in
Celestial Wealth Management has reported serving >5 clients in these states in the last 12 months.
Maryland · Texas
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:
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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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Lawyer
They provide legal services, typically billed separately.
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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
Quick links
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