Celestial Wealth Management

Overview

Celestial Wealth Management is an independent, individual-owned RIA operating as a limited liability company focused on serving individuals and families. Its advisory mix emphasizes financial planning, portfolio management for individuals and small businesses, pension consulting-style services, and client education through seminars and workshops. The firm charges a mix of percentage-of-AUM, subscription, and fixed fees and is not classified as an active ESG investor or a multi-state adviser. Investment activity tilts toward managed pooled vehicles for core exposure while supplementing portfolios with alternative strategies and fixed-income wrappers. Filings indicate the firm leans on third‑party managers for alternatives allocations rather than acting as a capital allocator itself. Given the client base and service list, the firm appears to position itself as a comprehensive planner/manager for high-net-worth individuals and small business owners, using blended fee models to cover ongoing planning and portfolio oversight.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices