Castle Wealth Planning

Castle Wealth Planning (CRD# 141601) is a financial advisory firm headquartered in Santa Barbara, CA. They manage $180,459,033 in 377 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1105 Chapala St., Ste. 4, Santa Barbara, CA 93101
https://www.linkedin.com/in/nate-cultice-6406307/
By the Numbers
  • Total Assets Under Management
    180
    MILLION
  • Total Number of Accounts
    377
    ACCOUNTS
  • Average Account Value
    $478,671
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, NY, TX, WA

Financial Advisors at Castle Wealth Planning
Showing 1 - 1 of 1 top financial advisors.
1
Nathan Cultice, financial advisor Santa Barbara CA
Nathan E. Cultice
CRD#: 2873957
1105 Chapala St., Ste. 4, Santa Barbara, CA 93101

Nathan Cultice (CRD# 2873957) is an Investment Advisor Representative working at Castle Wealth Planning in Santa Barbara, CA and has over 26 years 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.

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