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CELESTIAL WEALTH MANAGEMENT

CELESTIAL WEALTH MANAGEMENT, LLC

CRD 311089

Advisory firmLLC

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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United States

Registration

— (—)

Source

State registered

Total AUM

$76.4M

Discretionary AUM

$76.4M

Team

1 total employees; 1 advisory reps; 10 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Subscription fees; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-09

Disciplinary history

No

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  • SEC IAPD →

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Services

Financial planningPortfolio management (individuals)Pension consultingEducational seminars

Client types

TypeClientsAUM
Individuals49$13.7M
High net worth individuals38$62.7M

All web addresses on file

Official SEC filing: View on IAPD