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CASTLE WEALTH MANAGEMENT
BOYNTON BEACH, FL
561-686-9604
SEC #801-60871Total AUM
$430.1M
Employees
6Clients
251Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1880 N CONGRESS AVE
SUITE 302
BOYNTON BEACH
FL 33426
United States
SUITE 302
BOYNTON BEACH
FL 33426
United States
Operating Hours
9:00 AM TO 5 PM
Monday - Friday
Monday - Friday
Phone
561-686-9604
Other Offices
1
Financials
Total AUM
$430.1M
Accounts
917Discretionary
$424.8M
Accounts
910Non-Discretionary
$5.3M
Accounts
7
Clients
Individual Clients
141AUM
$52.3M
HNW Individual Clients
101AUM
$364.2M
Pension/Profit Sharing Plan Clients
3AUM
$5.6M
Charitable Organization Clients
4AUM
$7.1M
Corporation or Business Clients
2AUM
$863.7K
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACTFLGANCNYOHPATXVA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.