Castle Wealth Group

RIASEC Registered

Total AUM

$107M

Discretionary

$107M

100% of AUM

Avg account

$220K

Accounts

486

Employees

Advisory reps

Firm details

Headquarters: Mooresville, North Carolina
CRD number: 342075
Registered since: June 18, 2026
Website: www.castlewealth.com
Fee structure: Percentage of AUM, Fixed Fees
Client types: Individuals71.54%
HNWI27.87%
Corporations / Businesses0.59%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Castle Wealth Group LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2026. The firm positions itself as a capital allocator serving both individual and family clients as well as institutional relationships. Its stated advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting services, the selection of other advisers, and client education through publications and workshops. The firm also maintains an industry affiliation with an insurance company. Fees are charged as a percentage of assets under management and via fixed-fee arrangements. Castle Wealth Group reports it does not pursue ESG investing as an explicit strategy.