Castle Wealth Management

Castle Wealth Management (CRD# 118364) is a financial advisory firm headquartered in West Palm Beach, FL. They manage $355,110,498 in 673 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    355
    MILLION
  • Total Number of Accounts
    673
    ACCOUNTS
  • Average Account Value
    $527,653
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Selection of other advisers (including private fund managers)
  • Other
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.

CA, CT, FL, NY, PA

Financial Advisors at Castle Wealth Management
Showing 1 - 8 of 8 top financial advisors.
1
Ursula S. Auger
CRD#: 4006888
West Palm Beach, FL 33401

Ursula Auger (CRD# 4006888) is an Investment Advisor Representative working at Castle Wealth Management in West Palm Beach, FL and has over 20 years of experience in the finance industry. Ursula Auger 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.

2
Melissa A. Gannon
CRD#: 6333322
201 Arkona Ct, West Palm Beach, FL 33401

Melissa Gannon (CRD# 6333322) is an Investment Advisor Representative working at Castle Wealth Management in West Palm Beach, FL and has over 7 years of experience in the finance industry. Melissa Gannon 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.

3
Mary Ann Johnson
CRD#: 259898
201 Arkona Ct, West Palm Beach, FL 33401

Mary Ann Johnson (CRD# 259898) is an Investment Advisor Representative working at Castle Wealth Management in West Palm Beach, FL and has 1 year of experience in the finance industry.

4
Christina L. Worley
CRD#: 2417412
West Palm Beach, FL 33401

Christina Worley (CRD# 2417412) is the Founder and Managing Member, as well as  Investment Advisor Representative at Castle Wealth Management in West Palm Beach, FL and has over 30 years of experience in the finance industry. Christina Worley has taken additional exams to become a Certified Financial Planner (CFP®), a Certified Public Accountant, (CPA) a Personal Financial Specialist (PFS) and in 2015 received her Chartered FInanical Ananlyst Designiation (CFA).

5
Scott D. Worley
CRD#: 6593175
201 Arkona Ct, West Palm Beach, FL 33401

Scott Worley (CRD# 6593175) is an Investment Advisor Representative working at Castle Wealth Management in West Palm Beach, FL and has over 4 years of experience in the finance industry.

6
Stephan W. Zehner
CRD#: 6526012
West Palm Beach, FL 33401
Stephan Zehner (CRD# 6526012) is an Investment Advisor Representative working at Castle Wealth Management in West Palm Beach, FL and has 1 year of experience in the finance industry.
7
Melissa A. Masterson-Kellenberger
CRD#: 5860342
201 Arkona Ct, West Palm Beach, FL 33401

Melissa Masterson-Kellenberger (CRD# 5860342) is an Investment Advisor Representative working at Castle Wealth Management in West Palm Beach, FL and has over 9 years of experience in the finance industry.

8
Dalton J. Preston
CRD#: 6518052
201 Arkona Ct, West Palm Beach, FL 33401

Dalton Preston (CRD# 6518052) is an Investment Advisor Representative working at Castle Wealth Management in West Palm Beach, FL and has 1 year of experience in the finance industry.

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