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Celaya Wealth Management
CELAYA WEALTH MANAGEMENT is an SEC-registered investment adviser with $33 million in regulatory assets under management. The firm manages $24 million on a...
Celaya Wealth Management
CELAYA WEALTH MANAGEMENT is an SEC-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.
What types of families does Celaya Wealth Management serve?
The firm describes itself as a multi-family office, meaning it serves multiple unrelated wealthy families rather than a single dynasty. It focuses on families with ties to Latin America and the US, particularly those needing cross-border wealth management and estate planning.
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.
Is Celaya Wealth Management a single family office or multi-family office?
It is structured as a multi-family office, serving multiple families rather than a single family. This is distinct from a single-family office which typically manages one family's capital exclusively. The Celaya family itself retains wealth inside the firm.
Does Celaya Wealth Management participate in fund commitments or only direct deals?
The firm does both. It commits to third-party private equity and hedge funds, and also engages in direct co-investments, particularly in Miami real estate projects. Its allocation mix typically includes fund vehicles alongside direct holdings.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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