Xcout IntelCELAYA HOLDINGS LLC
Celaya Holdings LLC operates as Celaya Wealth Management, a registered investment and wealth advisory firm. It provides financial planning, wealth management, and individualized investment management services designed to help clients preserve wealth and achieve their long-term financial goals.
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CELAYA HOLDINGS LLC at a glance
CELAYA HOLDINGS LLC is a wealth management company headquartered in United States. It has raised at least $3.7M across the 2 funding rounds on record. Its most recent funding round raised $500,000 in November 2024. Xcout tracks 5 named people at CELAYA HOLDINGS LLC, including BRIAN ALBENZE (CEO).
CELAYA HOLDINGS LLC leadership
- BRIAN ALBENZECEO
- BRIAN ALBENZEExecutive Officer
- MATTHEW KALILExecutive Officer
- RYAN KALILExecutive Officer
- Steven BrownDirector
CELAYA HOLDINGS LLC funding rounds
At least $3.7M raised across the 2 rounds on record. Every round on record:
| Date | Round | Amount | Investors |
|---|---|---|---|
| SEC Form D filing | $500,000 | — | |
| SEC Form D filing | $3.2M | — |
Who invested in each round, lead investors, valuations and the co-investor graph — open the full funding history →
Recent CELAYA HOLDINGS LLC news
- FundingPrivate placement (Form D)
CELAYA HOLDINGS LLC competitors
A few of CELAYA HOLDINGS LLC's closest competitors — see the full list of competitors and alternatives →
OneAdvisory, Inc. operates as a registered investment advisor providing wealth management, financial planning, and virtual family office services. The firm serves individuals transitioning into retirement, helping them manage investments, tax planning, and financial complexities.
Thayer Partners, LLC is a boutique wealth management firm that provides financial planning, tax planning, investment management, and estate planning services. The firm serves individuals and families, including high-net-worth clients, to help align their financial resources with personal and life goals.
FortyW Inc. provides wealth management, financial administration, proactive tax planning, and investment management services. The firm primarily serves executives, business owners, and individuals in their peak earning years who require assistance navigating complex financial decisions and managing their assets.
Constellation Wealth Capital provides tailored capital solutions and strategic advisory services to wealth management firms and registered investment advisors. The company invests in well-positioned firms to support their growth, institutionalization, and business management initiatives.
Stonebridge Capital Advisors is an SEC-registered investment advisor that provides customized investment management, wealth management, and institutional advisory services. The firm serves individual clients, nonprofits, insurers, corporations, and advisory partners by developing holistic financial strategies and tailored investment portfolios.
Aspiriant Holdings, LLC is an independent wealth management firm that provides financial planning, investment management, tax planning, estate planning, and family office services. The company serves individuals, families, and business owners, offering customized strategies designed to manage and preserve multi-generational wealth.
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More on CELAYA HOLDINGS LLC in Xcout Intel
- 5 named people with titles, LinkedIn and board committees
- 2 funding rounds with the investors in each, and who they co-invest with
- 1 corporate event with sources — deals, leadership changes, layoffs
- The full competitor set, tracking, exports and API access