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CASTLE WEALTH PLANNING

CASTLE WEALTH PLANNING LLC

CRD 141601 · SEC 801-88216

Visit website

1105 CHAPALA ST., STE. 4, SANTA BARBARA, CA, 93101, United States

Phone

805-962-5630

Fax

805-962-5637

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$236.4M

Discretionary AUM

$203.1M

Team

3 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting

Client types

TypeClientsAUM
Individuals57$23.5M
High net worth individuals54$176.3M

States served

CA, NY, WA, TX

All web addresses on file

Official SEC filing: View on IAPD