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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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