Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
Celaya Wealth Management Logo
Celaya Wealth Management CB Rank
696009
Heat Score
75
Celaya Wealth Management is a financial firm that offers financial planning, investment philosophy, pricing, and wealth management services.
Founded
obfuscation
Private Coral Gables, Florida, United States1-10 celayawealth.com/
Financial Services
Insurance
Wealth Management
Overview

Celaya Wealth Management
Heat Score
75

Growth Score
pts
in past quarter
Heat Score 75
14 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
See more interactive data and historical milestones on desktop for the best experience

About Celaya Wealth Management

CB Rank
696009
Celaya Wealth Management is a financial firm that offers financial planning, investment philosophy, pricing, and wealth management services.
Founded
obfuscation
Private Coral Gables, Florida, United States1-10 celayawealth.com/
Financial Services
Insurance
Wealth Management

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Carlos Celaya
Phone Number +1 305 560 4434
Contact Email carlos@celayawealth.com
Predictions & Insights

Products & Services

Financial Planning
A service that creates a structured plan to guide clients in achieving their financial goals over time.
Wealth Management
Ongoing financial advice and investment management tailored to each client’s unique financial needs and goals.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 3

Employee Profiles

News
Technology
View Tech Report

IT Spend

$90KThis year, Celaya Wealth Management is projected to spend $90K on IT, according to Aberdeen.

Active Website Tech Count

3Celaya Wealth Management is actively using 3 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 200m, and  Google Analytics Classic.
Sub-Organizations
Frequently Asked Questions

Where is Celaya Wealth Management's headquarters? Celaya Wealth Management is located in Coral Gables, Florida, United States.Who are Celaya Wealth Management's competitors? Alternatives and possible competitors to Celaya Wealth Management may include Advisors Management Group, Garrett Nagle & Co, and  Davenport Watts & Drake Investment Advisors.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(3ff49e4 1)
|