Castle Wealth Management LLC
● SEC registered since 2002CRD 118364SEC# 801-60871Boynton Beach, FL
Reg. AUM
$430.1M
Employees
6
Accounts
917
Location
Boynton Beach, FL
Castle Wealth Management LLC assets under management
Castle Wealth Management LLC is an SEC-registered investment adviser based in Boynton Beach, FL. The firm has been registered since 2002. It reports $430.1 million in regulatory assets under management and employs 6 people.
Castle Wealth Management LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christina L Worley Control | Managing Member/Chief Compliance Officer | Over 75% | 1997 |
| Gary B. Sellari | Secretary & Treasurer | 5-10% | 1997 |
| Melissa Ann Gannon | Financial Planner | Under 5% | 2016 |
Frequently asked questions
How much does Castle Wealth Management LLC manage?
Castle Wealth Management LLC reports $430.1 million in regulatory assets under management on its Form ADV.
How many employees does Castle Wealth Management LLC have?
Castle Wealth Management LLC reports 6 employees.
Where is Castle Wealth Management LLC located?
Castle Wealth Management LLC is based in Boynton Beach, FL and has been SEC-registered since 2002.
Does Castle Wealth Management LLC disclose fund performance?
Castle Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1880 N Congress Ave, Suite 302, Boynton Beach, FL 33426 |
| Phone | 561-686-9604 |
| Fax | 561-584-5080 |
| Office hours | 9:00 a.m. To 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1936420 |
| Discloses disciplinary history | No |
Regulatory AUM
$430.1M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$430.1Mregulatory AUM
Discretionary $424.8MNon-discretionary $5.3M