CELADON MANAGED WEALTH

Overview

Celadon Managed Wealth is an independent registered investment adviser that serves individual and family clients through financial planning and portfolio management. The firm operates primarily on a non‑discretionary basis, managing relationships where clients retain final trade approval while the adviser constructs plans and recommends model allocations. Investment activity centers on publicly traded equities and exchange‑traded products for liquid core exposures, with a material allocation to third‑party alternative managers for diversification and yield enhancement. Fee billing is based on a percentage of assets under management, and the adviser positions itself to serve smaller family and individual balance sheets rather than institutional pensions or large capital allocators.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices