CASTLE WEALTH MANAGEMENT LLC
Doing business as CASTLE WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$430,064,189
Discretionary
$424,800,435
Non-discretionary
$5,263,754
Firm details
- CRD number
- 118364
- SEC file number
- 801-60871
- Main office
- BOYNTON BEACH, FL, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.