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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CULTICE, NATHAN, EDWARD | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, MANAGING MEMBER | E | Control |
| CULTICE, NATHAN, EDWARD | I | CHIEF COMPLIANCE OFFICER, PRESIDENT | E | Control |
| CULTICE, NATHAN, EDWARD | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, MANAGING MEMBER | E | Control |
| CULTICE, NATHAN, EDWARD | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, MANAGING MEMBER | E | Control |
| CULTICE, NATHAN, EDWARD | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, MANAGING MEMBER | E | Control |
| CULTICE, NATHAN, EDWARD | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, MANAGING MEMBER | E | Control |
| CULTICE, NATHAN, EDWARD | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, MANAGING MEMBER | E | Control |
| CULTICE, NATHAN, EDWARD | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, MANAGING MEMBER | E | Control |
| CULTICE, NATHAN, EDWARD | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, MANAGING MEMBER | E | Control |
| CULTICE, NATHAN, EDWARD | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, MANAGING MEMBER | E | Control |
| CULTICE, NATHAN, EDWARD | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, MANAGING MEMBER | E | Control |
| CULTICE, NATHAN, EDWARD | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, MANAGING MEMBER | E | Control |
| CULTICE, NATHAN, EDWARD | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, MANAGING MEMBER | E | Control |
| CULTICE, NATHAN, EDWARD | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, MANAGING MEMBER | E | Control |
| CULTICE, NATHAN, EDWARD | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, MANAGING MEMBER | E | Control |
| CULTICE, NATHAN, EDWARD | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, MANAGING MEMBER | E | Control |
| CULTICE, NATHAN, EDWARD | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, MANAGING MEMBER | E | Control |
| CULTICE, NATHAN, EDWARD | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, MANAGING MEMBER | E | Control |
| CULTICE, NATHAN, EDWARD | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, MANAGING MEMBER | E | Control |
| CULTICE, NATHAN, EDWARD | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, MANAGING MEMBER | E | Control |
| CULTICE, NATHAN, EDWARD | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, MANAGING MEMBER | E | Control |
| CULTICE, NATHAN, EDWARD | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, MANAGING MEMBER | E | Control |
| CULTICE, NATHAN, EDWARD | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, MANAGING MEMBER | E | Control |
| CULTICE, NATHAN, EDWARD | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, MANAGING MEMBER | E | Control |
| CULTICE, NATHAN, EDWARD | I | CHIEF COMPLIANCE OFFICER, PRESIDENT, MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (4)
CA NY TX WA
Address
1105 CHAPALA ST.STE. 4
SANTA BARBARA, CA 93101
United States
Phone: 805-962-5630