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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 6 offices throughout the country.
CASTLE ROCK WEALTH MANAGEMENT, LLC is a Walnut Creek, California based Financial Planning firm with nearly $418,941,853 assets under management, offering retirement planning & investment advisory services to 1708 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 | $418,941,853 |
| No. of Clients | 1708 |
| No. of Advisors | 9 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1708 | $418,941,853 |
| Individuals (other than high net worth individuals) | 1522 | $147,860,901 |
| High net worth individuals | 181 | $269,733,259 |
| Pension and profit sharing plans | $767,693 | |
| Corporations or other businesses | Fewer than 5 clients | $580,000 |
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