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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 Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.