Overview
Assets Under Management: $350 million
Headquarters: WEST PALM BEACH, FL
High-Net-Worth Clients: 82
Average Client Assets: $4 million
Frequently Asked Questions
CASTLE WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #118364), CASTLE WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
CASTLE WEALTH MANAGEMENT LLC is headquartered in WEST PALM BEACH, FL.
CASTLE WEALTH MANAGEMENT LLC serves 82 high-net-worth clients according to their SEC filing dated March 25, 2024. View client details ↓
According to their SEC Form ADV, CASTLE WEALTH MANAGEMENT LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
CASTLE WEALTH MANAGEMENT LLC manages $350 million in client assets according to their SEC filing dated March 25, 2024.
According to their SEC Form ADV, CASTLE WEALTH MANAGEMENT LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.59
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 722
Discretionary Accounts: 712
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 118364
Last Filing Date: 2024-03-25 00:00:00
Website: https://castlewm.com