RIA Intel›Advisers›Texas›CASTELLANO WEALTH LLC

CASTELLANO WEALTH LLC

Advisory

TX

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in TX

#1,523

of 2,813 advisers by AUM

Average account

$210K

across 382 accounts

AUM per adviser

$40M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$80M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$80M

Discretionary AUM$80M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients203

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InLA, TX

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

203 clients

4 high-net-worth

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

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

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