CASTLE WEALTH GROUP INVESTMENTS LLC

Overview

Castle Wealth Group Investments LLC is an independent, owner-operated registered investment adviser that serves individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with the ability to select and allocate to third‑party managers. Castle Wealth Group also operates insurance brokerage and law firm activities alongside its advisory practice, which allows it to offer a mix of investment, risk‑management and legal services to clients. The firm charges a mix of percentage‑of‑AUM and fixed fees, and it is not positioned as an ESG or pension consultant provider. Castle Wealth Group identifies as a capital allocator, leaning heavily on pooled public funds as its primary investment vehicle while also allocating to third‑party real estate managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices