# Blue Castle Wealth

Blue Castle Wealth is a Bank / Wealth / Trust based in Lexington, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Lexington, United States
- **Region:** North America
- **Address:** Lexington, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** bluecastlewealth.com
- **LinkedIn:** https://www.linkedin.com/company/blue-castle-wealth

## Regulatory record

- **CRD number:** 320724
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/320724

## About

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.

## 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.

## Related profiles

- [Blue Cap](https://altss.com/profile/blue-cap)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/blue-castle-wealth

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