Castle Wealth Group

Overview

Castle Wealth Group is an LLC positioned as a newly formed registered investment adviser that lists SEC registration year 2026. The firm is owned by an individual and identifies itself as a capital allocator. Its service offering combines financial planning and discretionary portfolio management for individuals and small businesses with ancillary services such as selection of other advisers, pension consulting-related services, and educational programming including newsletters and seminars. Castle Wealth Group charges either a percentage of assets under management or fixed fees. The firm is not flagged as an active ESG investor, is not designated as a multi-state adviser, and does not present itself as a pension consultant or related adviser in the available records. An industry affiliation with an insurance company is noted, which suggests connections to insurance products or channels but the filing does not detail the nature of that relationship.

Assets & Accounts

Location & Offices