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Blue Castle Wealth
Blue Castle Wealth was established in 2022 as a US-based wealth manager and registered investment advisor. The firm provides wealth management, financial...
Overview
Blue Castle Wealth was established in 2022 as a US-based wealth manager and registered investment advisor. The firm provides wealth management, financial planning, and investment management on a discretionary basis. Clients include high-net-worth individuals, charitable organizations, and corporations. No additional offices, team size, or recent operational events from the last 24 months appear in available records. No portfolio holdings, co-investors, or geographic deployment beyond the United States headquarters are documented.
General information
Firm type
Bank / Wealth / Trust
Year founded
2022
Location
Region
North America
Country
United States
City
Lexington
Corporate office
Lexington, United States
Frequently asked questions
Who runs investment decisions at Blue Castle Wealth?
No named principals or investment committee members are disclosed in public records.
Does Blue Castle Wealth participate in fund commitments or only direct deals?
Available information does not specify fund commitments, direct deals, or co-investments.
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