BOYNTON BEACH, FLCRD 118364Latest ADV March 30, 2026
Castle Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boynton Beach, FL. Its latest Form ADV filing, dated March 30, 2026, reports $430M in regulatory assets under management, 6 employees, 1 office, and 917 accounts.
Assets Under Management
$430M
Employees
6
Offices
1 office
Total Clients
251
Primary office
BOYNTON BEACH, FL
1880 N CONGRESS AVE, SUITE 302, BOYNTON BEACH, FL, United States
Top client segmentIndividuals represent 56.2% of total clients.
Top client categories% of clientsClients
1
Individuals
56.2%
141
2
HNWI
40.2%
101
3
Charitable
1.6%
4
4
Pension Plans
1.2%
3
5
Corporations
0.8%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$430Mas of March 30, 2026
Discretionary98.8%
$425M
99% of total RAUM98.8%
Non-discretionary1.2%
$5M
1% of total RAUM1.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$430M
Total Accounts917
10Y AUM Change+$232M (+117.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee42:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.