RIA Intel›Advisers›California›CASTELLAN WEALTH MANAGEMENT, INC.

CASTELLAN WEALTH MANAGEMENT, INC.

Advisory

CA

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in CA

#4,531

of 5,480 advisers by AUM

Average account

$983K

across 13 accounts

AUM per adviser

$13M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$13M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$13M

Discretionary AUM$0

Non-Discretionary AUM$13M

Discretionary %0%

Total Clients9

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

9 clients

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

FR FUND MANAGEMENT LLC

LOS ANGELES, CA

$13M

LIFETIME PLANNING, INC.

$13M

AMES FINANCIAL SERVICES, INC.

$13M

KNIGHT OF CALIFORNIA LLC

$13M

C.D. ALLEN WEALTH MANAGEMENT, LLC

$13M

ADVISORS WEALTH MANAGEMENT, INC

$13M

Get the full picture on CASTELLAN WEALTH MANAGEMENT, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CASTELLAN WEALTH MANAGEMENT, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans