Castle Wealth Management

Castle Wealth Management (CRD# 118364) is a financial advisory firm headquartered in West Palm Beach, FL. They manage $350,072,190 in 722 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
201 Arkona Ct, West Palm Beach, FL 33401
https://www.linkedin.com/company/castle-wealth-management
By the Numbers
  • Total Assets Under Management
    350
    MILLION
  • Total Number of Accounts
    722
    ACCOUNTS
  • Average Account Value
    $484,865
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
  • 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
The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, NC, NY, OH, PA, TX

Financial Advisors at Castle Wealth Management
Showing 1 - 6 of 6 top financial advisors.
1
Lori Fernicola, financial advisor West Palm Beach FL
Lori A. Fernicola
CRD#: 4224547
201 Arkona Ct, West Palm Beach, FL 33401

Lori Fernicola (CRD# 4224547) 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.

2
Melissa Gannon, financial advisor West Palm Beach FL
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 11 years of experience in the finance industry.

3
Mary Ann Johnson, financial advisor West Palm Beach FL
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 Worley, financial advisor West Palm Beach FL
Christina L. Worley
CRD#: 2417412
201 Arkona Ct, 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 Worley, financial advisor West Palm Beach FL
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 7 years of experience in the finance industry.

6
Michael Allende, financial advisor West Palm Beach FL
Michael E. Allende
CRD#: 7575879
201 Arkona Ct, West Palm Beach, FL 33401

Michael Allende (CRD# 7575879) 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals