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Home > Retirement Planners > california > walnut creek > CASTLE ROCK WEALTH MANAGEMENT, LLC
CASTLE ROCK WEALTH MANAGEMENT, LLC
1777 Botelho Dr.
Suite 105
Walnut Creek, California 94596
Tel: 925-478-8800
About CASTLE ROCK WEALTH MANAGEMENT, LLC
CASTLE ROCK WEALTH MANAGEMENT, LLC, formally registered with the SEC as CASTLE ROCK WEALTH MANAGEMENT, LLC. The firm was established in 06/09/2017. They have over 5 offices throughout the country.
CASTLE ROCK WEALTH MANAGEMENT, LLC is a Walnut Creek, California based Financial Planning firm with nearly $485,778,980 assets under management, offering retirement planning & investment advisory services to 1604 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 199513 |
| SEC# | 801-110593 |
| Assets Managed by Firm | $485,778,980 |
| No. of Clients | 1604 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
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 | 1604 | $485,778,980 |
| Individuals (other than high net worth individuals) | 1563 | $146,396,876 |
| High net worth individuals | 227 | $329,705,712 |
| Pension and profit sharing plans | 9 | $7,402,348 |
| Corporations or other businesses | 5 | $2,274,044 |
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