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Grantor · Elm Wealth

Celeste L. Haghani

CRD 6184676 · Named on Form ADV at one SEC-registered adviser

At a glance

Elm Wealth, an SEC-registered wealth manager based in Philadelphia, PA with $3.0 billion in regulatory assets, lists Celeste L. Haghani on its Form ADV as Grantor, a control person.

Firms and roles

  • Elm WealthGrantorWealth manager · Philadelphia, PA · $3.0B in regulatory assets

AtlasMembers

Celeste’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Celeste’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.