Castellano Wealth Planning
Firm details
- Headquarters
- ,
- CRD number
- 338457
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST, BETTERMENT
- Fee structure
- Percentage of AUM
- Client types
- Individuals64.68%
- HNWI33.58%
- Pension & Profit Sharing Plans1.74%
- Services
- Portfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Castellano Wealth Planning is an LLC that serves individual, family and institutional clients on a fee‑based (percentage of AUM) model. The firm acts as a capital allocator and offers portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. It identifies as an active ESG investor and appears to deploy third‑party managers as part of its advisory toolkit.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- Exchange Traded Equities20%
- Investment Grade Corp Bonds10%
- US Government Bonds8%
- State & Local Bonds5%
Contacts
2 of 2Glenda Lenox
Senior AdvisorCRD 5635114
Connor Castellano
Founder & Financial PlannerCRD 6569751
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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