Castle Wealth Management

CRD 118364 · Boynton Beach, FL · $430.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 118364
SEC number: 801-60871
Firm type: RIA
Assets under management: $430.1M as of Mar 30, 2026
Website: www.linkedin.com/COMPANY/CASTLE-WEALTH-MANAGEMENT ↗
Phone: 561-686-9604
Address: 1880 N Congress Ave, Boynton Beach, FL, 33426

Advisors at this firm

5 in our index · page 1 of 1

Nicholas Demitri DarzentasCRD 5577032 · Boynton Beach, FL

IA RegisteredRegistration inactive
Lori Ann FernicolaCRD 4224547 · Boynton Beach, FL

IA Registered
Melissa Ann GannonCRD 6333322 · Boynton Beach, FL

IA Registered
Christina L WorleyCRD 2417412 · Boynton Beach, FL

IA Registered
Scott David WorleyCRD 6593175 · Boynton Beach, FL

IA Registered

Source & corrections

Where this page comes from

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