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CASTLE WEALTH GROUP
CASTLE SECURITIES, LLC
CRD 342075 · SEC 801-136529
131 PLANTATION RIDGE DR., ST. 110, MOORESVILLE, NC, 28117, United States
Phone
704-594-8000
Fax
(704) 582-6267
Registration
Registered (APPROVED-120)
Source
SEC registered
Total AUM
$0
Discretionary AUM
$0
Team
3 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars
States served
NC
Official SEC filing: View on IAPD