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Ana Cela Harris

CFP®
CELA WEALTH MANAGEMENT
MIAMI, FL
·CRD# 5591551·17 years experience

Professional Summary

Ana Cela Harris, CFP®, who also goes by Ana Maria Cela, Ana Cela, is a registered financial advisor currently at CELA WEALTH MANAGEMENT located in Miami, Florida. Ana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Ana has worked at 1 firm.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Ana Maria Cela, Ana Cela

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Credentials

CFP®
Certified Financial Planner

Years of Experience

17 years in the financial services industry

Current & Past Employments

CELA WEALTH MANAGEMENT·CRD# 148040
RIA
8950 Sw 74th Court Suite 2213, Miami, FL 33156
December 18, 2008 - Present

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Current Firm

CW
CELA WEALTH MANAGEMENT

CELA ADVISORS | CELA WEALTH MANAGEMENT | CELA ADVISORS, LLC

CRD#: 148040 / SEC#: 801-69620
RIA
Registered Investment Advisory firm - SEC (7/23/2009 Terminated)
Florida
Registered Investment Advisory firm - Florida (6/3/2009 Approved)
Texas
Registered Investment Advisory firm - Texas (5/22/2025 Conditional Restricted)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

8950 Sw 74th Court Suite 2213, Miami, FL 33156

Phone Number

(305) 667-8123

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

171

AUM (Assets Under Management)

$65,010,228

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

ATTORNEY-AT-LAW, SOLE PROPRIETOR. NOT INVESTMENT RELATED. PERFORM SERVICES FROM HOME ADDRESS and FROM 8950 SW 74TH CT., SUITE 2213, MIAMI, FL 33156. 30% OF TIME IS SPENT ON THIS OTHER BUSINESS ACTIVITY.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Florida
(12/18/2008)
IAR
Texas
(5/27/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

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CRS (Client Relationship Summary) - RIA

Click below to view Ana Cela Harris's CRS (Customer Relationship Summary).

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