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).
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Total Assets Under Management486MILLION
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Total Number of Accounts1,604ACCOUNTS
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Average Account Value$302,855
- A percentage of assets under your management
- 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
AZ, CA, CO, ID, MT, NV, NY, OR, TX, WA
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.
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.
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.
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.
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.
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.
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.
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.