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CASTLE WEALTH MANAGEMENT
CASTLE WEALTH MANAGEMENT LLC
CRD 118364 · SEC 801-60871
1880 N CONGRESS AVE, SUITE 302, BOYNTON BEACH, FL, 33426, United States
Phone
561-686-9604
Fax
561-584-5080
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$430.1M
Discretionary AUM
$424.8M
Team
6 total employees; 6 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 141 | $52.3M |
| High net worth individuals | 101 | $364.2M |
| Pension/profit sharing plans | 3 | $5.6M |
| Charitable organizations | 4 | $7.1M |
| Corporations/business entities | 2 | $864K |
States served
CA, GA, NY, NC, OH, PA, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD