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CELA WEALTH MANAGEMENT
CELA ADVISORS, LLC
CRD 148040 · SEC 801-69620
8950 SW 74TH COURT, SUITE 2213, MIAMI, FL, 33156, United States
Phone
305-667-8123
Fax
305-667-8126
Registration
— (—)
Source
State registered
Total AUM
$65.0M
Discretionary AUM
$64.3M
Team
3 total employees; 3 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $22.3M |
| High net worth individuals | 16 | $35.8M |
| Pension/profit sharing plans | 1 | $5.3M |
| Corporations/business entities | 3 | $1.7M |
All web addresses on file
Official SEC filing: View on IAPD