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CASTLE WEALTH GROUP

MOORESVILLE, NC · CRD 342075 · IAPD ↗ · 704-594-8000

$0Regulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
120-Day ApprovalSEC status

Filing changes

95
July 2026 — CASTLE WEALTH GROUP (MOORESVILLE, NC) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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