Castle Rock Wealth Management, LLC

Castle Rock Wealth Management, LLC (CRD# 199513) is a financial advisory firm headquartered in Walnut Creek, CA. They serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, TX, WA

Financial Advisors at Castle Rock Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Anthony R. Ortale
CRD#: 3225516
1777 Botelho Dr., Suite 105, Walnut Creek, CA 94596
93
Wealthminder
score

Anthony Ortale (CRD# 3225516) is an Investment Advisor Representative working at Castle Rock Wealth Management, LLC in Walnut Creek, CA and has over 17 years of experience in the finance industry.

2
Peter C. Riopel
CRD#: 1834292
Larkspur, CA
68
Wealthminder
score

Peter Riopel (CRD# 1834292) is an Investment Advisor Representative working at Castle Rock Wealth Management, LLC in Larkspur, CA and has over 20 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.