CASTLE ROCK WEALTH MANAGEMENT, LLC
CRD #199513 SEC #801-110593 WALNUT CREEK, CA 925-478-8800
SEC Registered
Total AUM
$521.8M
Discretionary
$521.8M
Employees
8
Clients
10
Accounts
1,904
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $521.8M | $521.8M | $0 | 8 | 2 |
| Mar 2025 | $521.8M | $521.8M | $0 | 8 | 2 |
| Apr 2024 | $485.8M | $485.8M | $0 | 9 | 2 |
| Feb 2024 | $485.8M | $485.8M | $0 | 9 | 2 |
| Oct 2023 | $418.9M | $418.9M | $0 | 9 | 2 |
| Mar 2023 | $418.9M | $418.9M | $0 | 9 | 2 |
| Oct 2022 | $394.7M | $394.7M | $0 | 9 | 1 |
| Sep 2022 | $394.7M | $394.7M | $0 | 9 | 1 |
| Sep 2022 | $394.7M | $394.7M | $0 | 9 | 1 |
| Apr 2022 | $394.7M | $394.7M | $0 | 9 | 1 |
| Mar 2022 | $394.7M | $394.7M | $0 | 9 | 1 |
| Mar 2021 | $354.9M | $354.9M | $0 | 12 | 0 |
| Jun 2020 | $297M | $297M | $0 | 9 | 0 |
| Jun 2020 | $297M | $297M | $0 | 9 | 0 |
| Mar 2020 | $297M | $297M | $0 | 9 | 0 |
| Apr 2019 | $244.9M | $244.9M | $0 | 18 | 3 |
| Feb 2019 | $244.9M | $244.9M | $0 | 18 | 3 |
| Dec 2018 | $196.2M | $196.2M | $0 | 7 | 3 |
| Oct 2018 | $196.2M | $196.2M | $0 | 7 | 3 |
| Jul 2018 | $196.2M | $196.2M | $0 | 7 | 3 |
| Apr 2018 | $130.8M | $130.8M | $0 | 7 | 3 |
| Mar 2018 | $130.8M | $130.8M | $0 | 7 | 3 |
| Feb 2018 | $130.8M | $130.8M | $0 | 7 | 3 |
| Nov 2017 | $116.3M | $116.3M | $0 | 9 | 0 |
| Nov 2017 | $116.3M | $116.3M | $0 | 9 | 0 |
| Sep 2017 | $106.1M | $106.1M | $0 | 9 | 300 |
| May 2017 | $106.1M | $106.1M | $0 | 9 | 300 |
| May 2017 | $106.1M | $106.1M | $0 | 9 | 300 |
DateApr 2025
Total AUM$521.8M
Discretionary$521.8M
Non-Disc.$0
Employees8
Clients2
DateMar 2025
Total AUM$521.8M
Discretionary$521.8M
Non-Disc.$0
Employees8
Clients2
DateApr 2024
Total AUM$485.8M
Discretionary$485.8M
Non-Disc.$0
Employees9
Clients2
DateFeb 2024
Total AUM$485.8M
Discretionary$485.8M
Non-Disc.$0
Employees9
Clients2
DateOct 2023
Total AUM$418.9M
Discretionary$418.9M
Non-Disc.$0
Employees9
Clients2
DateMar 2023
Total AUM$418.9M
Discretionary$418.9M
Non-Disc.$0
Employees9
Clients2
DateOct 2022
Total AUM$394.7M
Discretionary$394.7M
Non-Disc.$0
Employees9
Clients1
DateSep 2022
Total AUM$394.7M
Discretionary$394.7M
Non-Disc.$0
Employees9
Clients1
DateSep 2022
Total AUM$394.7M
Discretionary$394.7M
Non-Disc.$0
Employees9
Clients1
DateApr 2022
Total AUM$394.7M
Discretionary$394.7M
Non-Disc.$0
Employees9
Clients1
DateMar 2022
Total AUM$394.7M
Discretionary$394.7M
Non-Disc.$0
Employees9
Clients1
DateMar 2021
Total AUM$354.9M
Discretionary$354.9M
Non-Disc.$0
Employees12
Clients0
DateJun 2020
Total AUM$297M
Discretionary$297M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$297M
Discretionary$297M
Non-Disc.$0
Employees9
Clients0
DateMar 2020
Total AUM$297M
Discretionary$297M
Non-Disc.$0
Employees9
Clients0
DateApr 2019
Total AUM$244.9M
Discretionary$244.9M
Non-Disc.$0
Employees18
Clients3
DateFeb 2019
Total AUM$244.9M
Discretionary$244.9M
Non-Disc.$0
Employees18
Clients3
DateDec 2018
Total AUM$196.2M
Discretionary$196.2M
Non-Disc.$0
Employees7
Clients3
DateOct 2018
Total AUM$196.2M
Discretionary$196.2M
Non-Disc.$0
Employees7
Clients3
DateJul 2018
Total AUM$196.2M
Discretionary$196.2M
Non-Disc.$0
Employees7
Clients3
DateApr 2018
Total AUM$130.8M
Discretionary$130.8M
Non-Disc.$0
Employees7
Clients3
DateMar 2018
Total AUM$130.8M
Discretionary$130.8M
Non-Disc.$0
Employees7
Clients3
DateFeb 2018
Total AUM$130.8M
Discretionary$130.8M
Non-Disc.$0
Employees7
Clients3
DateNov 2017
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees9
Clients0
DateNov 2017
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees9
Clients0
DateSep 2017
Total AUM$106.1M
Discretionary$106.1M
Non-Disc.$0
Employees9
Clients300
DateMay 2017
Total AUM$106.1M
Discretionary$106.1M
Non-Disc.$0
Employees9
Clients300
DateMay 2017
Total AUM$106.1M
Discretionary$106.1M
Non-Disc.$0
Employees9
Clients300