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CASTLE WEALTH GROUP INVESTMENTS LLC
CRD 318990
8273 GRAND RIVER AVENUE, SUITE 220, BRIGHTON, MI, 48114, United States
Phone
844-885-4200
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$62.1M
Discretionary AUM
$62.1M
Team
1 total employees; 1 advisory reps; 98 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 86 | $48.8M |
| High net worth individuals | 10 | $13.3M |
All web addresses on file
Official SEC filing: View on IAPD