# Castle Wealth Management

Castle Wealth Management is a RIA based in Boynton Beach, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Boynton Beach, United States
- **Region:** North America
- **Address:** West Palm Beach, FL, United States
- **Founded:** 1997
- **Assets under management:** Undisclosed
- **Website:** castlewm.com
- **LinkedIn:** https://www.linkedin.com/company/castle-wealth-management

## Regulatory record

- **CRD number:** 118364
- **SEC file number:** 801-60871
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/118364

## About

Founded in 1997, Castle Wealth Management emerged during a period when West Palm Beach was solidifying its position as a destination for northeastern wealth migration. The firm structured itself as a registered investment advisor, which carries a fiduciary obligation distinct from the broker-dealer model common among Florida-based wealth practices at the time. The firm's investment advisory services combine financial planning with discretionary portfolio management. While specific asset-class allocations are not publicly documented, typical RIA practices of this vintage and client composition include customized equity and fixed-income portfolios, manager selection, and trust and estate coordination. The geographic concentration in South Florida places the firm in a region dense with family offices and private wealth, which shapes deal flow and co-investment access through informal networks rather than institutional channels. Castle Wealth Management maintains a deliberately low public profile. It does not disclose assets under management, professional headcount, or named principals through standard public filings beyond its SEC registration. No adjacent vehicles such as a philanthropic foundation, real-asset arm, or operating company are identified in the public record. This architecture avoids the conflicts inherent in selling proprietary funds to advisory clients. The firm's longevity — approaching three decades — implies a stable client base and orderly succession, though no public information confirms the current ownership or leadership structure behind the RIA registration.

## Questions

### Does Castle Wealth Management disclose its assets under management?

Castle Wealth Management does not publicly disclose assets under management through its website, LinkedIn, or standard public sources. The firm files as an SEC-registered investment advisor, but detailed filings with AUM breakdowns are not surfaced in the available public record. This level of opacity is common among wealth managers who serve a small number of private families and do not market themselves to institutional allocators or the broader investing public.

## Related profiles

- [Castle Rock Wealth Management](https://altss.com/profile/castle-rock-wealth-management)
- [Castle Wealth Planning](https://altss.com/profile/castle-wealth-planning)

---

Last updated: 2026-08-11T02:43:31.692Z

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

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology