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CELADON MANAGED WEALTH
CELADON MANAGED WEALTH, INC.
CRD 165978
3370 ANNAPOLIS LANE SUITE B, PLYMOUTH, MN, 55447, United States
Phone
952-767-5839
Fax
952-767-8909
Registration
— (—)
Source
State registered
Total AUM
$79.7M
Discretionary AUM
$0
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 72 | $16.6M |
| High net worth individuals | 45 | $59.9M |
All web addresses on file
Official SEC filing: View on IAPD