Castle Wealth Management is an investment advisor in West Palm Beach with $354.21 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
650786404
SEC advisor number
801-60871
FINRA CRD number
118364
AUM ?
$354.21 mm
(as of 29 Jun 23)
Accounts
670
(as of 29 Jun 23)
Employees
11
(8 investment advisory or research)
Office hours
Monday - Friday, 9:00 AM TO 5 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Worley, Christina, L | Managing Member/chief Compliance Officer | 10/1997 | > 75% |
Sellari, Gary, B. | Secretary & Treasurer | 10/1997 | 5-10% |
Gannon, Melissa, Ann | Financial Planner | 01/2016 | < 5% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Jul 24
13F-HR
Quarterly holdings report by institutional manager
29 Apr 24
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
17 Jul 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22