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
No fee data available. Fee information is extracted from Part 2 brochures.