Castle Wealth Advisors LLC

Castle Wealth Advisors LLC (CRD# 283231) is a financial advisory firm headquartered in Los Angeles, CA. They serve the financial needs of clients across 2 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
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

AL, CA

Financial Advisors at Castle Wealth Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Misty H. Castle
CRD#: 4905713
1168 S. Barrington Ave, Suite 502, Los Angeles, CA 90049
96
Wealthminder
score

Misty Castle (CRD# 4905713) is an Investment Advisor Representative working at Castle Wealth Advisors LLC in Los Angeles, CA and has over 10 years of experience in the finance industry. Misty Castle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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