Castle Rock Wealth Management, LLC

Castle Rock Wealth Management, LLC (CRD# 199513) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $485,778,980 in 1,604 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    486
    MILLION
  • Total Number of Accounts
    1,604
    ACCOUNTS
  • Average Account Value
    $302,855
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, ID, MT, NV, NY, OR, TX, WA

Financial Advisors at Castle Rock Wealth Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Peter R. Albano
CRD#: 1102955
2511 Garden Rd, Monterey, CA 93940

Peter Albano (CRD# 1102955) is an Investment Advisor Representative working at Castle Rock Wealth Management, LLC in Monterey, CA and has over 38 years of experience in the finance industry.

2
Mark B. Bertoli
CRD#: 1566759
1777 Botelho Dr., Suite 105, Walnut Creek, CA 94596

Mark Bertoli (CRD# 1566759) is an Investment Advisor Representative working at Castle Rock Wealth Management, LLC in Walnut Creek, CA and has over 29 years of experience in the finance industry.

3
Joan F. Block
CRD#: 722529
Kellogg, ID

Joan Block (CRD# 722529) is an Investment Advisor Representative working at Castle Rock Wealth Management, LLC in Kellogg, ID and has over 43 years of experience in the finance industry.

4
Robert W. Davis
CRD#: 1457362
1777 Botelho Dr., Suite 105, Walnut Creek, CA 94596

Robert Davis (CRD# 1457362) is an Investment Advisor Representative working at Castle Rock Wealth Management, LLC in Walnut Creek, CA and has over 28 years of experience in the finance industry.

5
Willard M. Folsom
CRD#: 6189952
1777 Botelho Dr., Suite 105, Walnut Creek, CA 94596

Willard Folsom (CRD# 6189952) is an Investment Advisor Representative working at Castle Rock Wealth Management, LLC in Walnut Creek, CA and has over 10 years of experience in the finance industry.

6
James B. Luippold
CRD#: 3031318
1777 Botelho Dr., Suite 105, Walnut Creek, CA 94596

James Luippold (CRD# 3031318) is an Investment Advisor Representative working at Castle Rock Wealth Management, LLC in Walnut Creek, CA and has over 22 years of experience in the finance industry.

7
Jennifer M. Mitchell
CRD#: 2426449
1777 Botelho Dr., Suite 105, Walnut Creek, CA 94596

Jennifer Mitchell (CRD# 2426449) is an Investment Advisor Representative working at Castle Rock Wealth Management, LLC in Walnut Creek, CA and has over 30 years of experience in the finance industry.

8
Joyce E. Moe
CRD#: 2939658
1777 Botelho Dr., Suite 105, Walnut Creek, CA 94596

Joyce Moe (CRD# 2939658) is an Investment Advisor Representative working at Castle Rock Wealth Management, LLC in Walnut Creek, CA and has over 26 years of experience in the finance industry.

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