Managing MemberCastle Rock Wealth Management, LLCCRD 3031318
About James Blair Luippold
James Blair Luippold is listed as Managing Member at Castle Rock Wealth Management, LLC in Walnut Creek, CA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Castle Rock Wealth Management, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does James Blair Luippold work?
James Blair Luippold is listed as Managing Member at Castle Rock Wealth Management, LLC on SEC Form ADV.
How much of Castle Rock Wealth Management, LLC does James Blair Luippold own?
Form ADV reports a beneficial ownership band of Over 75%.