RIA Intel›Advisers›Florida›CELAYA WEALTH MANAGEMENT GROUP, INC

CELAYA WEALTH MANAGEMENT GROUP, INC

Advisory

FL

Data as of Mar 9, 2026 · Source: SEC Form ADV

Rank in FL

#1,793

of 2,610 advisers by AUM

Average account

$228K

across 144 accounts

AUM per adviser

$16M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM

$33M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$33M

Discretionary AUM$24M

Non-Discretionary AUM$9M

Discretionary %72.3%

Total Clients62

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

62 clients

The full client-type breakdown and the share of AUM each category represents.

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