Castle Rock Wealth Management, LLC
Castle Rock Wealth Management, LLC is an SEC-registered mass-market adviser in Walnut Creek, CA with $587.1M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Castle Rock Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 199513, SEC 801-110593, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $587.1M (2026-03-05)
- Firm type
- Mass-Market Adviser
- Location
- Walnut Creek, CA
- Employees
- 7
- Clients
- 2,040
- CRD
- 199513
- Ownership
- LUIPPOLD, JAMES, BLAIR; LUIPPOLD, JENNIFER, ROSE
How much AUM does Castle Rock Wealth Management, LLC have?
Castle Rock Wealth Management, LLC reported $587.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Castle Rock Wealth Management, LLC?
Disclosed owners and executives of Castle Rock Wealth Management, LLC include LUIPPOLD, JAMES, BLAIR, LUIPPOLD, JENNIFER, ROSE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.