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CASTLE WEALTH MANAGEMENT

BOYNTON BEACH, FL · CRD 118364 · IAPD ↗ · 561-686-9604

$430.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
251-500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
August 2026 — CASTLE WEALTH MANAGEMENT shrank from 6 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
April 2026 — CASTLE WEALTH MANAGEMENT notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — CASTLE WEALTH MANAGEMENT reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
48
April 2025 — CASTLE WEALTH MANAGEMENT moved its main office from WEST PALM BEACH, FL to BOYNTON BEACH, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
45
April 2024 — CASTLE WEALTH MANAGEMENT notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.