RIA Intel›Advisers›Michigan›CASTLE WEALTH GROUP INVESTMENTS LLC

CASTLE WEALTH GROUP INVESTMENTS LLC

Advisory

BRIGHTON, MI

Data as of Jan 30, 2026 · Source: SEC Form ADV

Rank in MI
#473
of 521 advisers by AUM
Average account
$271K
across 229 accounts
AUM per adviser
$62M
1 advisers

Source: SEC Form ADV. Figures as filed Jan 30, 2026.

Total AUM
$62M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$62M
Discretionary AUM$62M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients96
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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

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