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CASTLE WEALTH MANAGEMENT
201 Arkona Ct
West Palm Beach, Florida 33401-7116
Tel: 561-686-9604
About CASTLE WEALTH MANAGEMENT
CASTLE WEALTH MANAGEMENT, formally registered with the SEC as CASTLE WEALTH MANAGEMENT. The firm was established in 01/22/2002. They have over 2 offices throughout the country.
CASTLE WEALTH MANAGEMENT is a West Palm Beach, Florida based Financial Planning firm with nearly $350,072,190 assets under management, offering retirement planning & investment advisory services to 722 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 118364 |
| SEC# | 801-60871 |
| Assets Managed by Firm | $350,072,190 |
| No. of Clients | 722 |
| No. of Advisors | 7 |
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
- Selection for other advisors
- Other (CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 722 | $350,072,190 |
| Individuals (other than high net worth individuals) | 116 | $42,336,964 |
| High net worth individuals | 83 | $299,651,095 |
| Pension and profit sharing plans | 2 | $4,051,460 |
| Charitable organizations | 3 | $2,435,425 |
| Corporations or other businesses | 3 | $1,597,246 |
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