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CASTLE WEALTH MANAGEMENT
Legal name: CASTLE WEALTH MANAGEMENT LLC
CRD 118364File 801-60871
APPROVED
Retail clients
Custody
Filing as of Jul 15, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$430.1M
Below cohort median (national)
Discretionary AUM
$424.8M
Non-discretionary $5.3M
Clients
251
917 accounts
Employees
3
Above cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 22, 2002
- Principal office
- 1880 N CONGRESS AVE, SUITE 302, BOYNTON BEACH, FL, 33426
- Phone
- 561-686-9604
- Website
- HTTP://WWW.CASTLEWM.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $430.1M
- Discretionary AUM
- $424.8M
- Non-discretionary AUM
- $5.3M
- Discretionary accounts
- 910
- Non-discretionary accounts
- 7
- Total accounts
- 917
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $864K |
| Charitable organizations | Fewer than 5 | $7.1M |
| High net worth individuals | 101 | $364.2M |
| Pension and profit sharing plans | Fewer than 5 | $5.6M |
| Individuals (other than high net worth individuals) | 141 | $52.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 1, 2026 | Employees | 6 | 3 | decreased by3 |
| Apr 1, 2026 | Clients | 247 | 251 | increased by4 |
| Apr 1, 2026 | AUM | $371,943,152 | $430,064,189 | increased by$58,121,037 |
| Apr 1, 2026 | Accounts | 812 | 917 | increased by105 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 11 | 6 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 237 | 247 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $423,641,345 | $371,943,152 | decreased by$51,698,193 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 786 | 812 | increased by26 |
| Apr 1, 2022 | Employees | 9 | 11 | increased by2 |
| Apr 1, 2022 | Clients | 200 | 237 | increased by37 |
| Apr 1, 2022 | AUM | $392,057,335 | $423,641,345 | increased by$31,584,010 |
| Apr 1, 2022 | Accounts | 759 | 786 | increased by27 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CASTLE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CASTLE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.