# Celaya Wealth Management

> Celaya Wealth Management is a state-registered investment advisory firm, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 172948
- Filed as: CELAYA WEALTH MANAGEMENT
- Legal name: Celaya Wealth Management Group, Inc
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/172948
- AdvisorCensus page: https://advisorcensus.com/firm/celaya-wealth-management-172948

## Quick answers

**How is Celaya Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Celaya Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Celaya Wealth Management registered with the SEC or a state?**
Celaya Wealth Management is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 172948.

**How much does Celaya Wealth Management manage?**
Celaya Wealth Management reports $32,876,796 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (72% discretionary).

**What types of clients does Celaya Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (57); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Does Celaya Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/172948

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $32,876,796
- Discretionary: $23,767,279
- Non-discretionary: $9,109,517

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 57 | $23,767,279 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $9,109,517 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2014 (11 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- celayawealth.com
- LinkedIn @CELAYA-WEALTH-MANAGEMENT
- LinkedIn @CARLOSCELAYA

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Celaya Wealth Management (CRD 172948): Form ADV filing data as of October 2026.