Overview
Assets Under Management: $180 million
Headquarters: SANTA BARBARA, CA
High-Net-Worth Clients: 69
Average Client Assets: $2 million
Frequently Asked Questions
CASTLE WEALTH PLANNING 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 #141601), CASTLE WEALTH PLANNING LLC is subject to fiduciary duty under federal law.
CASTLE WEALTH PLANNING LLC is headquartered in SANTA BARBARA, CA.
CASTLE WEALTH PLANNING LLC serves 69 high-net-worth clients according to their SEC filing dated July 23, 2024. View client details ↓
According to their SEC Form ADV, CASTLE WEALTH PLANNING LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
CASTLE WEALTH PLANNING LLC manages $180 million in client assets according to their SEC filing dated July 23, 2024.
According to their SEC Form ADV, CASTLE WEALTH PLANNING 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
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.06
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 377
Discretionary Accounts: 371
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 141601
Last Filing Date: 2024-07-23 00:00:00
Website: https://castlewp.com