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CASTLEVIEW PARTNERS, LLC

DALLAS, TX · CRD 281410 · IAPD ↗ · castleviewpartners.com · 214-710-1995

$416.9MRegulatory AUM
12Advisory reps
22Employees
0Clients
11-25Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
June 2026 — CASTLEVIEW PARTNERS, LLC notice-filed in UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — CASTLEVIEW PARTNERS, LLC reported RAUM up 26% ($331.2M -> $416.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
March 2025 — CASTLEVIEW PARTNERS, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — CASTLEVIEW PARTNERS, LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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