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Building 2CASTLE ROCK WEALTH MANAGEMENT, LLC

Map pinWALNUT CREEK, CA
Phone925-478-8800
NotebookSEC #801-110593
Total AUM
$587.1M
Employees
7
Clients
2,040

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1777 BOTELHO DR.
SUITE 105
WALNUT CREEK
CA 94596
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
925-478-8800
Other Offices
5

ReceiptFinancials

Total AUM
$587.1M
Accounts
2,040
Discretionary
$587.1M
Accounts
2,040
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,917
AUM
$281.6M
HNW Individual Clients
107
AUM
$296M
Pension/Profit Sharing Plan Clients
10
AUM
$9.2M
Corporation or Business Clients
6
AUM
$303K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDNENMNVNYORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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