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Celaya Wealth Management
CELAYA WEALTH MANAGEMENT is a state-registered investment adviser with $33 million in regulatory assets under management. The firm manages $24 million on a...
Overview
CELAYA WEALTH MANAGEMENT is a state-registered investment adviser with $33 million in regulatory assets under management. The firm manages $24 million on a discretionary basis. It has 3 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Year founded
2010
Location
Region
North America
Country
United States
City
Miami
Corporate office
Miami, FL, United States
Principals
Luis Celaya
Founder & CEO
Marta Celaya
Managing Director
Sector focus
Frequently asked questions
Who runs investment decisions at Celaya Wealth Management?
Luis Celaya serves as Founder and CEO, holding final authority over investment decisions. Marta Celaya is Managing Director and co-leads client relationships. The firm does not publicly disclose an investment committee beyond these principals.
How does Celaya Wealth Management source proprietary deal flow?
The firm sources deals through its network of Latin American and US entrepreneurial families, co-investment clubs, and its own real estate market presence in Miami. It does not publicly detail a formal proprietary sourcing mechanism.
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