Phillip Chad Castle
President And Chief Compliance OfficerWinnacle Wealth, LLCCRD 2619152
About Phillip Chad Castle
Phillip Chad Castle is listed as President And Chief Compliance Officer at Winnacle Wealth, LLC in Waco, TX. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Winnacle Wealth, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Phillip Chad Castle work?
Phillip Chad Castle is listed as President And Chief Compliance Officer at Winnacle Wealth, LLC on SEC Form ADV.
How much of Winnacle Wealth, LLC does Phillip Chad Castle own?
Form ADV reports a beneficial ownership band of Over 75%.
Winnacle Wealth, LLC
| Title | President And Chief Compliance Officer |
| Ownership | Over 75% |
| Control person | Yes |
| Since | 2021 |