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⚲
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| Castle Wealth Management LLC
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|
|---|---|
| CRD # | 118364 |
| SEC # | 801-60871 |
| CIK # | 0001936420 |
| AUM | $430.1 M (2026-03-30) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 561-686-9604 |
| Address | 1880 N Congress Ave Boynton Beach, FL 33426 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Gold Trust Micro | 5.9 | ||
| Apple Inc | 5.6 | ||
| Microsoft Corp | 4.4 | ||
| Cohen & Steers Quality Income Realty Fund Inc | 3.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 141 | 52.3 |
| (b) Individuals (high net worth individuals) | 101 | 364.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 5.6 |
| (h) Charitable organizations | 4 | 7.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 917 | 430.1 |
| By Discretionary | ||
| Discretionary | 910 | 424.8 |
| Non-Discretionary | 7 | 5.3 |
| Total | 917 | 430.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 430.1 | |
| Total | 917 | 430.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001936420] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MRWM Advisors LLC
✚
|
TN | 0.4 |
|
NBZ Investment Advisors LLC
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|
TN | 0.4 |
|
Prospect Financial Services LLC
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|
NY | 0.4 |
|
MWM Group LLC
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|
NY | 0.4 |
|
Causey Public Finance LLC
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|
0.4 | |
|
Shayne & Jacobs LLC
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|
TN | 0.4 |
|
Symphony Financial Services Inc
✚
|
OH | 0.4 |
|
Lawson Kroeker Investment Management Inc
✚
|
NE | 0.4 |
|
SWMG Holdings LLC
✚
|
GA | 0.4 |
|
Blue Water Asset Management LLC
✚
|
MI | 0.4 |