# CELA Wealth Management

CELA Wealth Management is a Multi Family Office based in Miami, Canada.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Miami, Canada
- **Region:** North America
- **Address:** Edmonton, AB, Canada
- **Assets under management:** Undisclosed
- **Website:** celawealth.com

## Regulatory record

- **CRD number:** 148040
- **SEC file number:** 801-69620
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148040

## About

CELA WEALTH MANAGEMENT is an SEC-registered investment adviser in MIAMI, FL. The firm manages $65 million in assets, $64 million on a discretionary basis. It has 3 employees and 3 investment advisers.

## Questions

### What regulatory registration does CELA hold, and why does it matter?

CELA is registered as a portfolio manager in Alberta, which permits the firm to exercise discretionary authority over client accounts. That registration imposes fiduciary duties, capital requirements, and ongoing compliance obligations under provincial securities regulation — a higher bar than the dealing-representative registration held by many financial advisors. For a family-office client, discretionary registration means CELA can execute rebalancing and security selection without requiring pre-trade consent.

### What kind of clients does CELA typically serve?

The firm serves business-owning families in Western Canada — predominantly Alberta-based entrepreneurs who have realized wealth through operating-company sales in sectors like energy services, construction, and industrial manufacturing. These clients share common planning challenges: cross-border family structures, corporate-to-personal capital transitions, and the governance complexity of managing shared family assets across generations.

## Related profiles

- [Cedar Hill Capital Partners](https://altss.com/profile/cedar-hill-capital-partners)
- [Centric Advisors](https://altss.com/profile/centric-advisors-llc)

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Last updated: 2026-07-06T01:24:13.871Z

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