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BLUE CASTLE WEALTH
BLUE CASTLE WEALTH, LLC
CRD 320724
1040 MONARCH ST., 3RD FLOOR, LEXINGTON, KY, 40513, United States
Phone
(859) 440-1591
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$14.5M
Discretionary AUM
$14.5M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $3.6M |
All web addresses on file
Official SEC filing: View on IAPD