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).

By the Numbers
  • Total Assets Under Management
    174
    MILLION
  • Total Number of Accounts
    573
    ACCOUNTS
  • Average Account Value
    $304,015
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
  • 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, FL, TX

Financial Advisors at Castle Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Joshua S. Davis
CRD#: 5548317
1400 Centrepark Blvd, Suite 900, West Palm Beach, FL 33401
103
Wealthminder
score

Joshua Davis (CRD# 5548317) is an Investment Advisor Representative working at Castle Wealth Management in West Palm Beach, FL and has 8 years of experience in the finance industry. Joshua Davis 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 putclients' interests first and comply with the Financial Planning Practice Standards.

2
Christina L. Worley
CRD#: 2417412
1400 Centrepark Blvd, Suite 900, West Palm Beach, FL 33401
103
Wealthminder
score

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).

3
John J. Manuel
CRD#: 4004241
1400 Centrepark Blvd, Suite 900, West Palm Beach, FL 33401
96
Wealthminder
score

John Manuel (CRD# 4004241) is an Investment Advisor Representative working at Castle Wealth Management in West Palm Beach, FL and has over 17 years of experience in the finance industry.

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