CASTLE WEALTH PLANNING LLC
Doing business as CASTLE WEALTH PLANNING. SEC Form ADV profile.
Total regulatory AUM
$236,435,373
Discretionary
$203,141,770
Non-discretionary
$33,293,603
Firm details
- CRD number
- 141601
- SEC file number
- 801-88216
- Main office
- SANTA BARBARA, CA, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.