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Last updated: January 21st, 2020. Data source: SEC filings.
Castle Wealth Management, federally registered in 2002, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 6 advisors. Castle Wealth Management manages $308.0 million and provides investment advisory services for 204 clients (1:34 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 10%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||5|
|Percentage of Advisors Trusted||57%|
|Average Client Balance||$1,509,847|
|Total AUM||$308.0 million|
|Advisor / Client Ratio||1:34|
|Headquarters||West Palm Beach, FL|
|SEC Filings||Forms and Brochures (CRD # 118364)|
|State(s) Registered||CA, CT, FL, PA|