Castle Wealth Management
Castle Wealth Management is an SEC-registered wealth manager in Boynton Beach, FL with $430.1M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Castle Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 118364, SEC 801-60871, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $430.1M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Boynton Beach, FL
- Employees
- 6
- Clients
- 251
- CRD
- 118364
- Ownership
- SELLARI, GARY, B.; MANUEL, JOHN, JOSEPH; DIVINE, BLALOCK, MARTIN & SELLARI; WORLEY, CHRISTINA; MARTIN, G., MICHAEL
How much AUM does Castle Wealth Management have?
Castle Wealth Management reported $430.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Castle Wealth Management?
Disclosed owners and executives of Castle Wealth Management include SELLARI, GARY, B., MANUEL, JOHN, JOSEPH, DIVINE, BLALOCK, MARTIN & SELLARI, WORLEY, CHRISTINA, MARTIN, G., MICHAEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.