CASTLE WEALTH MANAGEMENT LLC
Legal name: CASTLE WEALTH MANAGEMENT
CRD #118364 SEC #801-60871 BOYNTON BEACH, FL 561-686-9604
SEC Registered
Total AUM
$371.9M
Discretionary
$368.7M
Employees
6
Clients
101
Accounts
812
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $371.9M | $368.7M | $3.3M | 6 | 0 |
| Mar 2024 | $350.1M | $330.1M | $20M | 7 | 0 |
| Sep 2023 | $354.2M | $334.6M | $19.7M | 11 | 0 |
| Jun 2023 | $354.2M | $334.6M | $19.7M | 11 | 0 |
| Apr 2023 | $354.2M | $334.6M | $19.7M | 11 | 0 |
| Apr 2023 | $354.2M | $334.6M | $19.7M | 11 | 0 |
| Oct 2022 | $423.6M | $407M | $16.6M | 11 | 0 |
| Sep 2022 | $423.6M | $407M | $16.6M | 11 | 0 |
| Jul 2022 | $423.6M | $407M | $16.6M | 11 | 0 |
| Mar 2022 | $423.6M | $407M | $16.6M | 11 | 0 |
| Aug 2021 | $392.1M | $380.9M | $11.2M | 9 | 1 |
| Mar 2021 | $392.1M | $380.9M | $11.2M | 9 | 1 |
| Mar 2021 | $392.1M | $380.9M | $11.2M | 9 | 1 |
| Dec 2020 | $355.1M | $310.3M | $44.8M | 9 | 1 |
| Oct 2020 | $355.1M | $310.3M | $44.8M | 9 | 1 |
| Jul 2020 | $355.1M | $310.3M | $44.8M | 9 | 1 |
| Jun 2020 | $355.1M | $310.3M | $44.8M | 9 | 1 |
| Jun 2020 | $355.1M | $310.3M | $44.8M | 9 | 1 |
| Jun 2020 | $355.1M | $310.3M | $44.8M | 9 | 1 |
| Mar 2020 | $355.1M | $310.3M | $44.8M | 9 | 1 |
| Oct 2019 | $308M | $273.5M | $34.5M | 12 | 1 |
| Apr 2019 | $308M | $273.5M | $34.5M | 12 | 1 |
| Mar 2019 | $308M | $273.5M | $34.5M | 12 | 1 |
| Feb 2019 | $308M | $273.5M | $34.5M | 12 | 1 |
| Jan 2019 | $300.7M | $271.5M | $29.2M | 10 | 0 |
| Mar 2018 | $300.7M | $271.5M | $29.2M | 10 | 0 |
| Sep 2017 | $197.8M | $193.7M | $4.1M | 5 | 26 |
| Aug 2017 | $197.8M | $193.7M | $4.1M | 5 | 26 |
| Feb 2017 | $197.8M | $193.7M | $4.1M | 5 | 26 |
| Mar 2016 | $174.2M | $165.5M | $8.7M | 5 | 26 |
| May 2015 | $173.4M | $168.1M | $5.2M | 4 | 26 |
| Apr 2015 | $173.4M | $168.1M | $5.2M | 4 | 26 |
| Mar 2015 | $173.4M | $168.1M | $5.2M | 4 | 26 |
| May 2014 | $156.3M | $152.1M | $4.2M | 4 | 26 |
| Mar 2014 | $156.3M | $152.1M | $4.2M | 4 | 26 |
| Apr 2013 | $142M | $139.1M | $2.9M | 4 | 26 |
| Mar 2013 | $142M | $139.1M | $2.9M | 4 | 26 |
| Oct 2012 | $142.3M | $139.3M | $3M | 1 | 26 |
| Jul 2012 | $142.3M | $139.3M | $3M | 1 | 26 |
| Mar 2012 | $142.3M | $139.3M | $3M | 1 | 26 |
| May 2011 | $138.4M | $136.6M | $1.9M | 5 | -- |
| Mar 2011 | $138.4M | $136.6M | $1.9M | 5 | -- |
| Mar 2011 | $138.4M | $136.6M | $1.9M | 5 | -- |
| Nov 2010 | $124.8M | $121.5M | $3.2M | 5 | -- |
| Jun 2010 | $108.9M | $108.5M | $386.4K | 5 | -- |
| Sep 2007 | $102.9M | $102.9M | $0 | 5 | -- |
| Feb 2007 | $80.2M | $80.2M | $0 | 5 | -- |
| Nov 2005 | $64.1M | $64.1M | $0 | 5 | -- |
| Nov 2003 | $53.5M | $52.3M | $1.2M | 5 | -- |
DateMar 2025
Total AUM$371.9M
Discretionary$368.7M
Non-Disc.$3.3M
Employees6
Clients0
DateMar 2024
Total AUM$350.1M
Discretionary$330.1M
Non-Disc.$20M
Employees7
Clients0
DateSep 2023
Total AUM$354.2M
Discretionary$334.6M
Non-Disc.$19.7M
Employees11
Clients0
DateJun 2023
Total AUM$354.2M
Discretionary$334.6M
Non-Disc.$19.7M
Employees11
Clients0
DateApr 2023
Total AUM$354.2M
Discretionary$334.6M
Non-Disc.$19.7M
Employees11
Clients0
DateApr 2023
Total AUM$354.2M
Discretionary$334.6M
Non-Disc.$19.7M
Employees11
Clients0
DateOct 2022
Total AUM$423.6M
Discretionary$407M
Non-Disc.$16.6M
Employees11
Clients0
DateSep 2022
Total AUM$423.6M
Discretionary$407M
Non-Disc.$16.6M
Employees11
Clients0
DateJul 2022
Total AUM$423.6M
Discretionary$407M
Non-Disc.$16.6M
Employees11
Clients0
DateMar 2022
Total AUM$423.6M
Discretionary$407M
Non-Disc.$16.6M
Employees11
Clients0
DateAug 2021
Total AUM$392.1M
Discretionary$380.9M
Non-Disc.$11.2M
Employees9
Clients1
DateMar 2021
Total AUM$392.1M
Discretionary$380.9M
Non-Disc.$11.2M
Employees9
Clients1
DateMar 2021
Total AUM$392.1M
Discretionary$380.9M
Non-Disc.$11.2M
Employees9
Clients1
DateDec 2020
Total AUM$355.1M
Discretionary$310.3M
Non-Disc.$44.8M
Employees9
Clients1
DateOct 2020
Total AUM$355.1M
Discretionary$310.3M
Non-Disc.$44.8M
Employees9
Clients1
DateJul 2020
Total AUM$355.1M
Discretionary$310.3M
Non-Disc.$44.8M
Employees9
Clients1
DateJun 2020
Total AUM$355.1M
Discretionary$310.3M
Non-Disc.$44.8M
Employees9
Clients1
DateJun 2020
Total AUM$355.1M
Discretionary$310.3M
Non-Disc.$44.8M
Employees9
Clients1
DateJun 2020
Total AUM$355.1M
Discretionary$310.3M
Non-Disc.$44.8M
Employees9
Clients1
DateMar 2020
Total AUM$355.1M
Discretionary$310.3M
Non-Disc.$44.8M
Employees9
Clients1
DateOct 2019
Total AUM$308M
Discretionary$273.5M
Non-Disc.$34.5M
Employees12
Clients1
DateApr 2019
Total AUM$308M
Discretionary$273.5M
Non-Disc.$34.5M
Employees12
Clients1
DateMar 2019
Total AUM$308M
Discretionary$273.5M
Non-Disc.$34.5M
Employees12
Clients1
DateFeb 2019
Total AUM$308M
Discretionary$273.5M
Non-Disc.$34.5M
Employees12
Clients1
DateJan 2019
Total AUM$300.7M
Discretionary$271.5M
Non-Disc.$29.2M
Employees10
Clients0
DateMar 2018
Total AUM$300.7M
Discretionary$271.5M
Non-Disc.$29.2M
Employees10
Clients0
DateSep 2017
Total AUM$197.8M
Discretionary$193.7M
Non-Disc.$4.1M
Employees5
Clients26
DateAug 2017
Total AUM$197.8M
Discretionary$193.7M
Non-Disc.$4.1M
Employees5
Clients26
DateFeb 2017
Total AUM$197.8M
Discretionary$193.7M
Non-Disc.$4.1M
Employees5
Clients26
DateMar 2016
Total AUM$174.2M
Discretionary$165.5M
Non-Disc.$8.7M
Employees5
Clients26
DateMay 2015
Total AUM$173.4M
Discretionary$168.1M
Non-Disc.$5.2M
Employees4
Clients26
DateApr 2015
Total AUM$173.4M
Discretionary$168.1M
Non-Disc.$5.2M
Employees4
Clients26
DateMar 2015
Total AUM$173.4M
Discretionary$168.1M
Non-Disc.$5.2M
Employees4
Clients26
DateMay 2014
Total AUM$156.3M
Discretionary$152.1M
Non-Disc.$4.2M
Employees4
Clients26
DateMar 2014
Total AUM$156.3M
Discretionary$152.1M
Non-Disc.$4.2M
Employees4
Clients26
DateApr 2013
Total AUM$142M
Discretionary$139.1M
Non-Disc.$2.9M
Employees4
Clients26
DateMar 2013
Total AUM$142M
Discretionary$139.1M
Non-Disc.$2.9M
Employees4
Clients26
DateOct 2012
Total AUM$142.3M
Discretionary$139.3M
Non-Disc.$3M
Employees1
Clients26
DateJul 2012
Total AUM$142.3M
Discretionary$139.3M
Non-Disc.$3M
Employees1
Clients26
DateMar 2012
Total AUM$142.3M
Discretionary$139.3M
Non-Disc.$3M
Employees1
Clients26
DateMay 2011
Total AUM$138.4M
Discretionary$136.6M
Non-Disc.$1.9M
Employees5
Clients--
DateMar 2011
Total AUM$138.4M
Discretionary$136.6M
Non-Disc.$1.9M
Employees5
Clients--
DateMar 2011
Total AUM$138.4M
Discretionary$136.6M
Non-Disc.$1.9M
Employees5
Clients--
DateNov 2010
Total AUM$124.8M
Discretionary$121.5M
Non-Disc.$3.2M
Employees5
Clients--
DateJun 2010
Total AUM$108.9M
Discretionary$108.5M
Non-Disc.$386.4K
Employees5
Clients--
DateSep 2007
Total AUM$102.9M
Discretionary$102.9M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$80.2M
Discretionary$80.2M
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$64.1M
Discretionary$64.1M
Non-Disc.$0
Employees5
Clients--
DateNov 2003
Total AUM$53.5M
Discretionary$52.3M
Non-Disc.$1.2M
Employees5
Clients--