Castle Rock Wealth Management, LLC

CRD 199513 · Walnut Creek, CA · $587.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 199513
SEC number: 801-110593
Firm type: RIA
Assets under management: $587.1M as of Mar 5, 2026
Website: www.crwmadvisors.com ↗
Phone: 925-478-8800
Address: 1777 Botelho Dr., Walnut Creek, CA, 94596

Advisors at this firm

7 in our index · page 1 of 1

Mark Brant BertoliCRD 1566759 · Walnut Creek, CA

IA RegisteredBroker

Disclosure event(s) on record
Joan Ferol BlockCRD 722529 · Kellogg,, ID

IA RegisteredRegistration inactive
Willard M FolsomCRD 6189952 · Walnut Creek, CA

IA RegisteredBroker
Dean Otis LeonardCRD 1275073 · Walnut Creek, CA

IA RegisteredBroker
James Blair LuippoldCRD 3031318 · Walnut Creek, CA

IA RegisteredBroker
Jennifer M MitchellCRD 2426449 · Walnut Creek, CA

IA RegisteredBroker
Joyce Elinor MoeCRD 2939658 · Modesto, CA

IA RegisteredBroker

Source & corrections

Where this page comes from

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