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Celatrium

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Review Celatrium a subsidiary of Vela Partners with FINRA’s BrokerCheck here

By using this website, you understand the information being presented is provided for informational purposes only and agree to our Terms of Use and Privacy Policy. Celatrium Advisers relies on information from various sources believed to be reliable, including clients and third parties, but cannot guarantee the accuracy and completeness of that information. Nothing in this communication should be construed as an offer, recommendation, or solicitation to buy or sell any security. Additionally, Celatrium Advisers or its affiliates do not provide tax advice and investors are encouraged to consult with their personal tax advisors.

Insurance coverage is limited to $250,000 per qualified customer account per banking institution. Celatrium uses more than one program bank to ensure Insurance coverage of up to $3 million for your deposits.

Cash Account is offered by Vela Brokerage LLC (“Vela Brokerage”), a Member of FINRA / SIPC. Neither Vela Brokerage nor any of its affiliates are a bank, and Cash Account is not a checking or savings account. We convey funds to partner banks who accept and maintain deposits and provide the interest rate. Investment management and advisory services–which are not FDIC insured–are provided by Celatrium Advisers LLC (“Celatrium Advisers”), an SEC-registered investment adviser, and financial planning tools are provided by Celatrium Software LLC (“Cresthanx Software”). The Stock Investing Account is a limited-discretion investment product offered by Celatrium Advisers LLC.

©️ 2026 Celatrium. All rights reserved.

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FINANCIAL

Investment planning

Tailored investment strategies to help clients grow their wealth.

Retirement planning

Comprehensive plans designed to secure a comfortable future.

Education planning

Guidance on saving and investing for educational expenses.

WEALTH

Portfolio management

Active management to optimize returns while managing risk.

Asset allocation

Maximize growth potential via asset diversification.

Risk management

Managing financial risks with insurance and other measures.

TAX

Tax planning

Optimize tax through services like deductions and strategies.

Estate planning

Effective estate planning for taxes and wealth transfer.

Wealth preservation

Preserve wealth for future while reducing taxes.

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