CASTLE WEALTH PLANNING LLC
Legal name: CASTLE WEALTH PLANNING
CRD #141601 SEC #801-88216 SANTA BARBARA, CA 805-962-5630
SEC Registered
Total AUM
$215.5M
Discretionary
$186.1M
Employees
3
Clients
10
Accounts
404
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $215.5M | $186.1M | $29.4M | 3 | 0 |
| Jul 2024 | $180.5M | $156.7M | $23.7M | 3 | 1 |
| Mar 2024 | $180.5M | $156.7M | $23.7M | 3 | 1 |
| Mar 2024 | $180.5M | $156.7M | $23.7M | 3 | 1 |
| Dec 2023 | $169.4M | $146.9M | $22.5M | 3 | 2 |
| Mar 2023 | $169.4M | $146.9M | $22.5M | 3 | 2 |
| Jun 2022 | $206.6M | $181.8M | $24.9M | 3 | 2 |
| Mar 2022 | $206.6M | $181.8M | $24.9M | 3 | 2 |
| Aug 2021 | $179.5M | $179.5M | $0 | 2 | 1 |
| Jun 2021 | $179.5M | $179.5M | $0 | 2 | 1 |
| May 2021 | $179.5M | $179.5M | $0 | 2 | 1 |
| Mar 2020 | $142.3M | $142.3M | $0 | 2 | 2 |
| Apr 2019 | $135.7M | $135.7M | $0 | 2 | 2 |
| Apr 2018 | $126.4M | $126.4M | $0 | 1 | 3 |
| Jan 2017 | $108.9M | $108.9M | $0 | 2 | 100 |
| May 2016 | $107M | $107M | $0 | 2 | 26 |
| Apr 2015 | $104.9M | $104.9M | $0 | 2 | 26 |
| Jun 2012 | $62.6M | $62.6M | $0 | 1 | 26 |
| Jun 2012 | $62.6M | $62.6M | $0 | 1 | 26 |
| Mar 2012 | $63.3M | $63.3M | $0 | 1 | 26 |
| Feb 2011 | $49M | $49M | $0 | 5 | -- |
| Jul 2010 | $43M | $43M | $0 | 5 | -- |
| Jul 2010 | $43M | $43M | $0 | 5 | -- |
DateMar 2025
Total AUM$215.5M
Discretionary$186.1M
Non-Disc.$29.4M
Employees3
Clients0
DateJul 2024
Total AUM$180.5M
Discretionary$156.7M
Non-Disc.$23.7M
Employees3
Clients1
DateMar 2024
Total AUM$180.5M
Discretionary$156.7M
Non-Disc.$23.7M
Employees3
Clients1
DateMar 2024
Total AUM$180.5M
Discretionary$156.7M
Non-Disc.$23.7M
Employees3
Clients1
DateDec 2023
Total AUM$169.4M
Discretionary$146.9M
Non-Disc.$22.5M
Employees3
Clients2
DateMar 2023
Total AUM$169.4M
Discretionary$146.9M
Non-Disc.$22.5M
Employees3
Clients2
DateJun 2022
Total AUM$206.6M
Discretionary$181.8M
Non-Disc.$24.9M
Employees3
Clients2
DateMar 2022
Total AUM$206.6M
Discretionary$181.8M
Non-Disc.$24.9M
Employees3
Clients2
DateAug 2021
Total AUM$179.5M
Discretionary$179.5M
Non-Disc.$0
Employees2
Clients1
DateJun 2021
Total AUM$179.5M
Discretionary$179.5M
Non-Disc.$0
Employees2
Clients1
DateMay 2021
Total AUM$179.5M
Discretionary$179.5M
Non-Disc.$0
Employees2
Clients1
DateMar 2020
Total AUM$142.3M
Discretionary$142.3M
Non-Disc.$0
Employees2
Clients2
DateApr 2019
Total AUM$135.7M
Discretionary$135.7M
Non-Disc.$0
Employees2
Clients2
DateApr 2018
Total AUM$126.4M
Discretionary$126.4M
Non-Disc.$0
Employees1
Clients3
DateJan 2017
Total AUM$108.9M
Discretionary$108.9M
Non-Disc.$0
Employees2
Clients100
DateMay 2016
Total AUM$107M
Discretionary$107M
Non-Disc.$0
Employees2
Clients26
DateApr 2015
Total AUM$104.9M
Discretionary$104.9M
Non-Disc.$0
Employees2
Clients26
DateJun 2012
Total AUM$62.6M
Discretionary$62.6M
Non-Disc.$0
Employees1
Clients26
DateJun 2012
Total AUM$62.6M
Discretionary$62.6M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$63.3M
Discretionary$63.3M
Non-Disc.$0
Employees1
Clients26
DateFeb 2011
Total AUM$49M
Discretionary$49M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$43M
Discretionary$43M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$43M
Discretionary$43M
Non-Disc.$0
Employees5
Clients--