Castle Wealth Management
Castle Wealth Management (CRD# 118364) is a financial advisory firm headquartered in West Palm Beach, FL. They manage $174,200,377 in 573 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management174MILLION
Total Number of Accounts573ACCOUNTS
Average Account Value$304,015
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, TX
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).
John Manuel (CRD# 4004241) is an Investment Advisor Representative working at Castle Wealth Management in West Palm Beach, FL and has over 18 years of experience in the finance industry.