CASTLE ROCK WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$587,078,190
Discretionary
$587,078,190
Non-discretionary
$0
Firm details
- CRD number
- 199513
- SEC file number
- 801-110593
- Main office
- WALNUT CREEK, CA, United States
- Employees
- 7
- SEC status
- Approved
- Website
- HTTP://WWW.CRWMADVISORS.COM
- Fee structure
-
Percentage of AUM
As of October 2026.