CASTLE WEALTH PLANNING

1105 Chapala St.
Ste. 4
Santa Barbara, California 93101
Tel: 805-962-5630

About CASTLE WEALTH PLANNING

CASTLE WEALTH PLANNING, formally registered with the SEC as CASTLE WEALTH PLANNING. The firm was established in 04/10/2015. They have over 1 offices throughout the country.

CASTLE WEALTH PLANNING is a Santa Barbara, California based Financial Planning firm with nearly $180,459,033 assets under management, offering retirement planning & investment advisory services to 377 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	141601
SEC#	801-88216
Assets Managed by Firm	$180,459,033
No. of Clients	377
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	377	$180,459,033
Individuals (other than high net worth individuals)	49	$10,607,113
High net worth individuals	67	$139,011,004
Pension and profit sharing plans	Fewer than 5 clients	$22,025,251
Charitable organizations	Fewer than 5 clients	$8,606,108
Corporations or other businesses	Fewer than 5 clients	$209,557

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