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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DAVIS, JOSHUA, STEPHEN | I | PRINCIPAL | NA | |
| GANNON, MELISSA, ANN | I | FINANCIAL PLANNER | NA | |
| GANNON, MELISSA, ANN | I | FINANCIAL PLANNER | NA | |
| GANNON, MELISSA, ANN | I | FINANCIAL PLANNER | NA | |
| GANNON, MELISSA, ANN | I | FINANCIAL PLANNER | NA | |
| GANNON, MELISSA, ANN | I | FINANCIAL PLANNER | NA | |
| GANNON, MELISSA, ANN | I | FINANCIAL PLANNER | NA | |
| GANNON, MELISSA, ANN | I | FINANCIAL PLANNER | NA | |
| GANNON, MELISSA, ANN | I | FINANCIAL PLANNER | NA | |
| GANNON, MELISSA, ANN | I | FINANCIAL PLANNER | NA | |
| GANNON, MELISSA, ANN | I | FINANCIAL PLANNER | NA | |
| GANNON, MELISSA, ANN | I | FINANCIAL PLANNER | NA | |
| MANUEL, JOHN, JOSEPH | I | PRINCIPAL | NA | Control |
| MANUEL, JOHN, JOSEPH | I | PRINCIPAL | NA | Control |
| MANUEL, JOHN, JOSEPH | I | PRINCIPAL | NA | Control |
| MANUEL, JOHN, JOSEPH | I | PRINCIPAL | NA | Control |
| MANUEL, JOHN, JOSEPH | I | PRINCIPAL | NA | Control |
| MANUEL, JOHN, JOSEPH | I | PRINCIPAL | NA | Control |
| MANUEL, JOHN, JOSEPH | I | PRINCIPAL | NA | Control |
| MANUEL, JOHN, JOSEPH | I | PRINCIPAL | NA | Control |
| MANUEL, JOHN, JOSEPH | I | PRINCIPAL | NA | Control |
| MANUEL, JOHN, JOSEPH | I | PRINCIPAL | NA | Control |
| MANUEL, JOHN, JOSEPH | I | PRINCIPAL | NA | Control |
| MANUEL, JOHN, JOSEPH | I | PRINCIPAL | NA | Control |
| MANUEL, JOHN, JOSEPH | I | PRINCIPAL | NA | Control |
| MANUEL, JOHN, JOSEPH | I | PRINCIPAL | NA | Control |
| MANUEL, JOHN, JOSEPH | I | PRINCIPAL | NA | Control |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | NA | Control |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | NA | Control |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | NA | Control |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | NA | Control |
| WORLEY, CHRISTINA | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WORLEY, CHRISTINA | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | NA | Control |
| WORLEY, CHRISTINA | I | OPERATING MANAGER | NA | Control |
| DIVINE, BLALOCK, MARTIN & SELLARI | DE | SOLE MEMBER | E | Control |
| DIVINE, BLALOCK, MARTIN & SELLARI | DE | SOLE MEMBER | E | Control |
| DIVINE, BLALOCK, MARTIN & SELLARI | DE | SOLE MEMBER | E | Control |
| DIVINE, BLALOCK, MARTIN & SELLARI | DE | SOLE MEMBER | E | Control |
| WORLEY, CHRISTINA, L | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WORLEY, CHRISTINA, L | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WORLEY, CHRISTINA, L | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WORLEY, CHRISTINA, L | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WORLEY, CHRISTINA, L | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WORLEY, CHRISTINA, L | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WORLEY, CHRISTINA, L | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WORLEY, CHRISTINA, L | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WORLEY, CHRISTINA, L | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WORLEY, CHRISTINA, L | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WORLEY, CHRISTINA, L | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WORLEY, CHRISTINA, L | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WORLEY, CHRISTINA, L | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WORLEY, CHRISTINA, L | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WORLEY, CHRISTINA, L | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WORLEY, CHRISTINA, L | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WORLEY, CHRISTINA, L | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WORLEY, CHRISTINA, L | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WORLEY, CHRISTINA, L | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WORLEY, CHRISTINA, L | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WORLEY, CHRISTINA, L | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WORLEY, CHRISTINA, L | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WORLEY, CHRISTINA, L | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WORLEY, CHRISTINA, L | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WORLEY, CHRISTINA, L | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WORLEY, CHRISTINA, L | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WORLEY, CHRISTINA, L | I | CHIEF COMPLIANCE OFFICER | E | Control |
| WORLEY, CHRISTINA, L | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WORLEY, CHRISTINA, L | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WORLEY, CHRISTINA, L | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WORLEY, CHRISTINA, L | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| WORLEY, CHRISTINA, L | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | E | Control |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | D | Control |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | D | Control |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | D | Control |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | D | Control |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | D | Control |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | D | Control |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | D | Control |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | D | Control |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | D | Control |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | D | Control |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | D | Control |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | D | Control |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | D | Control |
| WORLEY, CHRISTINA | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WORLEY, CHRISTINA | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WORLEY, CHRISTINA | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WORLEY, CHRISTINA | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WORLEY, CHRISTINA | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WORLEY, CHRISTINA | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WORLEY, CHRISTINA | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WORLEY, CHRISTINA | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WORLEY, CHRISTINA | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WORLEY, CHRISTINA | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WORLEY, CHRISTINA | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WORLEY, CHRISTINA | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WORLEY, CHRISTINA | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WORLEY, CHRISTINA | I | CHIEF COMPLIANCE OFFICER | C | Control |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | B | |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | B | |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | B | |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | A | |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | A | |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | A | |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | A | |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | A | |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | A | |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | A | |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | A | |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | A | |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | A | |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | A | |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | A | |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | A | |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | A | |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | A | |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | A | |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | A | |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | A | |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | A | |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | A | |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | A | |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | A | |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | A | |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | A | |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | A | |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | A | |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | A | |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | A | |
| SELLARI, GARY, B. | I | SECRETARY & TREASURER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SELLARI, GARY, B. | I | PFS ADVISORS, LC | D | Control |
| WORLEY, CHRISTINA | I | PFS ADVISORS, LC | D | Control |
| MARTIN, G., MICHAEL | I | DIVINE, BLALOCK, MARTIN & SELLARI | C | Control |
| MARTIN, G., MICHAEL | I | DIVINE, BLALOCK, MARTIN & SELLARI | C | Control |
| MARTIN, G., MICHAEL | I | DIVINE, BLALOCK, MARTIN & SELLARI | C | Control |
| SELLARI, GARY, B. | I | DIVINE, BLALOCK, MARTIN & SELLARI | C | Control |
| SELLARI, GARY, B. | I | DIVINE, BLALOCK, MARTIN & SELLARI | C | Control |
| SELLARI, GARY, B. | I | DIVINE, BLALOCK, MARTIN & SELLARI | C | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (10)
CA CT FL GA MA NC NY OH PA TX
Address
1880 N CONGRESS AVESUITE 302
BOYNTON BEACH, FL 33426
United States
Phone: 561-686-9604