Celadon Managed Wealth

Finance · Minnesota, United States · 1-10 Employees

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Overview

Headquarters

PO Box 560, Wayzata, Minnesota, 55391, U...

Phone Number

(952) 767-9060

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Celadon Managed Wealth

Celadon Managed Wealth offers timely solutions and comprehensive long-term financial management services, focusing on investment management and financial planning. The company serves select clients to provide personalized solutions tailored to their needs. With a commitment to expertise and a client-centered approach, Celadon Managed Wealth aims to deliver exceptional financial guidance. Their services are designed for individuals seeking customized financial strategies.Explore more
Popular SearchesCeladon Managed WealthCeladonCeladon Managed Wealth IncSIC Code 62,628NAICS Code 52,523Show more

Celadon Managed Wealth Org Chart

PhoneEmail
JK
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Manager, Operations

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Compare insights from companies similar to Celadon Managed Wealth, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Celadon Managed Wealth

<$5M
1-10
Private
-
2011
JK
Jennifer KregerManager, Operations
$7.6M
11-50
Private
-
1962
JB
James BoneTeam Member
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2006
HC
Hope CanniffFinancial Planner
<$5M
1-10
Private
-
2006
EM
Eldon MonsonFounder & Lead Advisor
<$5M
1-10
Private
-
2003
PR
Peter RechterFounder & Certified Financial Planner & Registered Investment Advisor & Representative
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Celadon Managed Wealth is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Celadon Managed Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Celadon Managed Wealth.

Celadon Managed Wealth Tech Stack

A closer look at the technologies used by Celadon Managed Wealth

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Frequently Asked Questions Regarding Celadon Managed Wealth

What is Celadon Managed Wealth's official website?
Celadon Managed Wealth's official website is www.celadonwealth.com
What is Celadon Managed Wealth's Revenue?
Celadon Managed Wealth's revenue is <$5 Million
What is Celadon Managed Wealth's SIC code?
Celadon Managed Wealth's SIC: 62,628
What is Celadon Managed Wealth's NAICS code?
Celadon Managed Wealth's NAICS: 52,523
How many employees does Celadon Managed Wealth have?
Celadon Managed Wealth has 1-10 employees
What industry does Celadon Managed Wealth belong to?
Celadon Managed Wealth is in the industry of: Finance, Securities Trading
What is Celadon Managed Wealth competition?
Celadon Managed Wealth top competitors include: Advanced Portfolio Design, Rechter Wealth Management, Reynolds Wealth Management, O'keeffe Financial Partners
What technology does Celadon Managed Wealth use?
Some of the popular technologies that Celadon Managed Wealth uses are: Google Universal Analytics, Smarsh, GoDaddy DNS, GoDaddy Web Hosting
How do I contact Celadon Managed Wealth?
Celadon Managed Wealth contact info: Phone number: (952) 767-9060 Website: www.celadonwealth.com
What does Celadon Managed Wealth do?

Celadon Managed Wealth offers timely solutions and comprehensive long-term financial management services, focusing on investment management and financial planning. The company serves select clients to provide personalized solutions tailored to their needs. With a commitment to expertise and a client-centered approach, Celadon Managed Wealth aims to... deliver exceptional financial guidance. Their services are designed for individuals seeking customized financial strategies.Read More

Is Celadon Managed Wealth a public company?
Celadon Managed Wealth is private company therefore does not currently have an official ticker symbol
See more information about Celadon Managed Wealth

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