Castle Wealth Management

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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.

Trusted 2019 Trusted Firm


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Firm Information

Feature Value
Rank (United States) Top 10%
Advisors Directory View Directory
Avg Advisor Years Registered 5
Percentage of Advisors Trusted 57%
Minimum Investment $200,000
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

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