CASTLE WEALTH MANAGEMENT LLC
SEC file number 801-60871
· WEST PALM BEACH, FL
https://castleconnolly.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$350.1M
Discretionary AUM
$330.1M
Employees
7
Clients
—
Firm
- Address
- 201 ARKONA CT
WEST PALM BEACH, FL 33401-7116 - Phone
- —
- Website
- https://castleconnolly.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
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- US Wealth Management Ventures, LLC Medium name-match confidence · CIK 1993605 · NY
- Strata Solas Wealth Management LLC Medium name-match confidence · CIK 2105970 · DE
- Highwater Wealth Management LLC\DE Medium name-match confidence · CIK 2139770 · CA
- Private Wealth Asset Management, LLC Medium name-match confidence · CIK 1883006 · NE
- Chatham Health Management, LLC Medium name-match confidence · CIK 2081814 · GA
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Strata Solas Wealth Management LLC · D · Jan 20, 2026
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US Wealth Management Ventures, LLC · D · Nov 24, 2025$5M
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Cantata Wealth Management, LLC · D/A · Oct 10, 2025$2M
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Chatham Health Management, LLC · D · Aug 18, 2025
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Cantata Wealth Management, LLC · D · Feb 19, 2025$2M