# Celestial Wealth Management

> Celestial Wealth Management is a state-registered investment advisory firm, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.

- CRD: 311089
- Filed as: CELESTIAL WEALTH MANAGEMENT
- Legal name: Celestial Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Maryland
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311089
- AdvisorCensus page: https://advisorcensus.com/firm/celestial-wealth-management-311089

## Quick answers

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

**Is Celestial Wealth Management registered with the SEC or a state?**
Celestial Wealth Management is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 311089.

**How much does Celestial Wealth Management manage?**
Celestial Wealth Management reports $76,438,506 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary).

**What types of clients does Celestial Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (49); high net worth individuals (38).

**Does Celestial 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/311089

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $76,438,506
- Discretionary: $76,438,506
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 49 | $13,718,958 |
| High net worth individuals | 38 | $62,719,548 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- celestialwealthmanagement.com
- celestialwm.com
- Facebook @CelestialWealthMgmt
- Instagram @celestialwealthmgmt
- LinkedIn @towsonfinancialadvisor
- YouTube @seetheforestthroughthetrees

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Celestial Wealth Management (CRD 311089): Form ADV filing data as of October 2026.