Castle Rock Wealth Management Review

Trust Score 80%
Trust Score info_outline

Last updated: August 16th, 2019. Data source: SEC filings.

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Castle Rock Wealth Management, federally registered in 2017, is a Registered Investment Advisor (RIA) in 7 state(s) with a licensed staff of 10 advisors. Castle Rock Wealth Management manages $244.9 million and provides investment advisory services for 1,101 clients (1:111 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $0
Average Client Balance $222,394
Hybrid Advisor Yes
Disciplinary History No
Total AUM $244.9 million
Advisor / Client Ratio 1:111
Headquarters Walnut Creek, CA
SEC Filings Forms and Brochures    (CRD # 199513)
State(s) Registered AZ, CA, CO, ID, OR, TX, WA

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