Castle Wealth Planning
Castle Wealth Planning is an SEC-registered wealth manager in Santa Barbara, CA with $236.4M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Castle Wealth Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 141601, SEC 801-88216, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $236.4M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Santa Barbara, CA
- Employees
- 3
- Clients
- 111
- CRD
- 141601
- Ownership
- CULTICE, NATHAN, EDWARD
How much AUM does Castle Wealth Planning have?
Castle Wealth Planning reported $236.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Castle Wealth Planning?
Disclosed owners and executives of Castle Wealth Planning include CULTICE, NATHAN, EDWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.