# Castellano Wealth Planning

Castellano Wealth Planning is a Multi Family Office based in New York, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** castellanowealthplanning.com

## Regulatory record

- **CRD number:** 338457
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338457

## About

CASTELLANO WEALTH PLANNING is a state-registered investment adviser with $80 million in regulatory assets under management. The firm has 2 employees and 2 investment advisers. It operates with a small team.

## Sectors

- Wealth Management
- Financial Planning
- Estate Planning
- Tax Strategy
- Investment Advisory

## Questions

### Is Castellano Wealth Planning a fiduciary?

Yes. As a registered investment adviser (RIA), the firm is legally bound to act in its clients' best interests. This fiduciary standard applies to all advisory services, including investment recommendations and financial planning.

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Last updated: 2026-07-06T01:24:13.754Z

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