PPrivate Fund Data Log in Join · $37/mo

Castle Wealth Planning LLC

● SEC registered since 2015CRD 141601SEC# 801-88216Santa Barbara, CA
Export (members)
Reg. AUM
$215.5M
Employees
3
Accounts
404
Location
Santa Barbara, CA

Castle Wealth Planning LLC assets under management

Castle Wealth Planning LLC is an investment advisory firm registered with the SEC based in Santa Barbara, CA. The firm has been registered since 2015. It reports $215.5 million in regulatory assets under management and employs 3 people.
m.facebook.com/castlewealthView on SEC.gov ↗

Castle Wealth Planning LLC owners & executives

1 reported
NameTitleOwnershipSince
Nathan Edward Cultice ControlChief Compliance Officer, President, Managing MemberOver 75%2006

Frequently asked questions

How much does Castle Wealth Planning LLC manage?

Castle Wealth Planning LLC reports $215.5 million in regulatory assets under management on its Form ADV.

How many employees does Castle Wealth Planning LLC have?

Castle Wealth Planning LLC reports 3 employees.

Where is Castle Wealth Planning LLC located?

Castle Wealth Planning LLC is based in Santa Barbara, CA and has been SEC-registered since 2015.

Does Castle Wealth Planning LLC disclose fund performance?

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

Contact & registration

Address1105 Chapala St., Ste. 4, Santa Barbara, CA 93101
Phone805-962-5630
Fax805-962-5637
Office hours8a.m. To 5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyYes

Assets under management

Discretionary$186.1M
Non-discretionary$29.4M
Total (RAUM)$215.5M