CASTLE WEALTH PLANNING LLC
SEC file number 801-71667
· SANTA BARBARA, CA
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
$62.6M
Discretionary AUM
$62.6M
Employees
—
Clients
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Firm
- Address
- 1105 CHAPALA STREET
SANTA BARBARA, CA 93101 - Phone
- —
- Website
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- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- 14 BRASS CASTLE FUNDING L.P. Low name-match confidence · CIK 2135430 · NY
- Bold Castle Ventures, LLC Low name-match confidence · CIK 2102367 · OH
- Branford Castle Fund III, LP Low name-match confidence · CIK 2064194 · NY
- Castle Advisers, L.P. Low name-match confidence · CIK 907071 · NY
- Castlebar Fund LP Low name-match confidence · CIK 2066538 · E9
- Castlebar Fund Ltd Low name-match confidence · CIK 1994254 · E9
- Castle Creek Biosciences, Inc. Low name-match confidence · CIK 1756702 · PA
- Castle Creek Capital Partners IX Co-Investment Fund A, LP Low name-match confidence · CIK 2086717 · CA
- Castle Creek Capital Partners IX, LP Low name-match confidence · CIK 2068860 · CA
- Castle Creek Capital Partners IX Supplemental, LP Low name-match confidence · CIK 2068926 · CA
- Castle Creek Launchpad Fund II (SBIC) LP Low name-match confidence · CIK 2106679 · CA
- CASTLE DIGITAL INDEX FUND IDF LLC Low name-match confidence · CIK 1977300 · CA
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Castle Advisers, L.P. · D/A · Jul 29, 2026
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14 BRASS CASTLE FUNDING L.P. · D · Jun 15, 2026$2.2M
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Castle Creek Capital Partners IX, LP · D/A · Jun 5, 2026
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Castle Creek Capital Partners IX Supplemental, LP · D/A · Jun 5, 2026
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Castlebar Fund Ltd · D/A · May 6, 2026
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Castlebar Fund LP · D/A · May 6, 2026
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CASTLE DIGITAL INDEX FUND IDF LLC · D/A · Mar 4, 2026
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Castle Creek Launchpad Fund II (SBIC) LP · D · Jan 29, 2026
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Bold Castle Ventures, LLC · D · Jan 14, 2026$5.3M
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Castle Creek Capital Partners IX Co-Investment Fund A, LP · D · Sep 18, 2025
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Branford Castle Fund III, LP · D · Jul 17, 2025$300M
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Castle Creek Capital Partners IX, LP · D · May 27, 2025
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Castle Creek Capital Partners IX Supplemental, LP · D · May 27, 2025
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Castlebar Fund Ltd · D/A · May 6, 2025
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Castlebar Fund LP · D · May 6, 2025
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CASTLE DIGITAL INDEX FUND IDF LLC · D/A · Mar 5, 2025
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Castle Creek Biosciences, Inc. · D · Feb 25, 2025$75M