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Castle Wealth Management LLC

● SEC registered since 2002CRD 118364SEC# 801-60871Boynton Beach, FL
Export (members)
Reg. AUM
$371.9M
Employees
6
Accounts
812
Location
Boynton Beach, FL

Castle Wealth Management LLC assets under management

Castle Wealth Management LLC is an SEC-registered investment adviser based in Boynton Beach, FL. The firm has been registered since 2002. It reports $371.9 million in regulatory assets under management and employs 6 people.
www.linkedin.com/company/castle-wealth-managementView on SEC.gov ↗

Castle Wealth Management LLC owners & executives

3 reported
NameTitleOwnershipSince
Christina L Worley ControlManaging Member/Chief Compliance OfficerOver 75%1997
Gary B. SellariSecretary & Treasurer5-10%1997
Melissa Ann GannonFinancial PlannerUnder 5%2016

Frequently asked questions

How much does Castle Wealth Management LLC manage?

Castle Wealth Management LLC reports $371.9 million in regulatory assets under management on its Form ADV.

How many employees does Castle Wealth Management LLC have?

Castle Wealth Management LLC reports 6 employees.

Where is Castle Wealth Management LLC located?

Castle Wealth Management LLC is based in Boynton Beach, FL and has been SEC-registered since 2002.

Does Castle Wealth Management LLC disclose fund performance?

Castle Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1880 N Congress Ave, Suite 302, Boynton Beach, FL 33426
Phone561-686-9604
Fax561-584-5080
Office hours9:00 a.m. To 5 p.m.
SEC regionMiami Regional Office (MIRO)
CIK1936420
Discloses disciplinary historyNo

Assets under management

Discretionary$368.7M
Non-discretionary$3.3M
Total (RAUM)$371.9M