Castle Wealth Advisors LLC

Castle Wealth Advisors LLC (CRD# 283231) is a financial advisory firm headquartered in , . They manage $384,032 in 5 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $76,806
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
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
Sherman Oaks, CA

Misty Castle (CRD# 4905713) is an Investment Advisor Representative working at Castle Wealth Advisors LLC in Sherman Oaks, CA and has over 17 years of experience in the finance industry.

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