RIA Intel›Advisers›Florida›CASTLE WEALTH MANAGEMENT LLC

CASTLE WEALTH MANAGEMENT LLC

Advisory

N·BOYNTON BEACH, FL

Data as of Jul 15, 2026 · Source: SEC Form ADV

Total AUM

$430M

1-Year AUM Growth

-1.2%

3-Year CAGR

-3.7%

Employees

3

Assets Under Management

Total AUM$430M

Discretionary AUM$425M

Non-Discretionary AUM$5M

Discretionary %98.8%

Total Clients247

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)-12.5%

Filing History

Total Filings on Record57

First FilingJan 17, 2002

Latest FilingJul 15, 2026

🔒 Full AUM trend chart and 57 historical filings spanning 24+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on CASTLE WEALTH MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.