CASTLE WEALTH MANAGEMENT

RIASEC RegisteredEst. 2002

Total AUM

$430M

Discretionary

$425M

99% of AUM

Avg account

$469K

Accounts

917

Employees

Advisory reps

Firm details

Headquarters: BOYNTON BEACH, Florida
CRD number: 118364
Registered since: January 22, 2002
Website: castlewm.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI84.69%
Individuals12.16%
Charitable Organizations1.66%
Pension & Profit Sharing Plans1.29%
Corporations / Businesses0.2%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Castle Wealth Management is an independent registered investment adviser organized as an LLC and operating since 2002. The firm serves individual and family clients as well as institutional customers and describes itself as a capital allocator: it constructs portfolios, selects outside managers, and places client capital into third-party funds alongside direct holdings. Fee arrangements include percentage-of-AUM billing plus hourly and fixed-fee engagements. Core advisory activities listed by the firm are financial planning, portfolio management for individuals and small businesses, institutional portfolio management, pension consulting, and the selection of other advisers. The firm does not identify as an active ESG investor and notes an industry affiliation with accounting professionals.