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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 29, 2025
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LUIPPOLD, JENNIFER, ROSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUIPPOLD, JENNIFER, ROSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUIPPOLD, JENNIFER, ROSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUIPPOLD, JENNIFER, ROSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUIPPOLD, JENNIFER, ROSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUIPPOLD, JENNIFER, ROSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUIPPOLD, JENNIFER, ROSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUIPPOLD, JENNIFER, ROSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUIPPOLD, JENNIFER, ROSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUIPPOLD, JENNIFER, ROSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUIPPOLD, JENNIFER, ROSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUIPPOLD, JENNIFER, ROSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUIPPOLD, JENNIFER, ROSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUIPPOLD, JENNIFER, ROSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUIPPOLD, JENNIFER, ROSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUIPPOLD, JENNIFER, ROSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUIPPOLD, JENNIFER, ROSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUIPPOLD, JENNIFER, ROSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUIPPOLD, JENNIFER, ROSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUIPPOLD, JENNIFER, ROSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUIPPOLD, JENNIFER, ROSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUIPPOLD, JENNIFER, ROSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUIPPOLD, JENNIFER, ROSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUIPPOLD, JENNIFER, ROSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUIPPOLD, JENNIFER, ROSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUIPPOLD, JENNIFER, ROSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUIPPOLD, JENNIFER, ROSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUIPPOLD, JENNIFER, ROSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUIPPOLD, JENNIFER, ROSE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LUIPPOLD, JAMES, BLAIR | I | MANAGING MEMBER | E | Control |
| LUIPPOLD, JAMES, BLAIR | I | MANAGING MEMBER | E | Control |
| LUIPPOLD, JAMES, BLAIR | I | MANAGING MEMBER | E | Control |
| LUIPPOLD, JAMES, BLAIR | I | PRESIDENT | E | Control |
| LUIPPOLD, JAMES, BLAIR | I | MANAGING MEMBER | E | Control |
| LUIPPOLD, JAMES, BLAIR | I | MANAGING MEMBER | E | Control |
| LUIPPOLD, JAMES, BLAIR | I | MANAGING MEMBER | E | Control |
| LUIPPOLD, JAMES, BLAIR | I | MANAGING MEMBER | E | Control |
| LUIPPOLD, JAMES, BLAIR | I | MANAGING MEMBER | E | Control |
| LUIPPOLD, JAMES, BLAIR | I | MANAGING MEMBER | E | Control |
| LUIPPOLD, JAMES, BLAIR | I | MANAGING MEMBER | E | Control |
| LUIPPOLD, JAMES, BLAIR | I | MANAGING MEMBER | E | Control |
| LUIPPOLD, JAMES, BLAIR | I | MANAGING MEMBER | E | Control |
| LUIPPOLD, JAMES, BLAIR | I | MANAGING MEMBER | E | Control |
| LUIPPOLD, JAMES, BLAIR | I | MANAGING MEMBER | E | Control |
| LUIPPOLD, JAMES, BLAIR | I | MANAGING MEMBER | E | Control |
| LUIPPOLD, JAMES, BLAIR | I | MANAGING MEMBER | E | Control |
| LUIPPOLD, JAMES, BLAIR | I | MANAGING MEMBER | E | Control |
| LUIPPOLD, JAMES, BLAIR | I | MANAGING MEMBER | E | Control |
| LUIPPOLD, JAMES, BLAIR | I | MANAGING MEMBER | E | Control |
| LUIPPOLD, JAMES, BLAIR | I | MANAGING MEMBER | E | Control |
| LUIPPOLD, JAMES, BLAIR | I | MANAGING MEMBER | E | Control |
| LUIPPOLD, JAMES, BLAIR | I | MANAGING MEMBER | E | Control |
| LUIPPOLD, JAMES, BLAIR | I | MANAGING MEMBER | E | Control |
| LUIPPOLD, JAMES, BLAIR | I | MANAGING MEMBER | E | Control |
| LUIPPOLD, JAMES, BLAIR | I | MANAGING MEMBER | E | Control |
| LUIPPOLD, JAMES, BLAIR | I | MANAGING MEMBER | E | Control |
| LUIPPOLD, JAMES, BLAIR | I | MANAGING MEMBER | E | Control |
| LUIPPOLD, JAMES, BLAIR | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Apr 29, 2025 REGISTERED
Notice Filings (14)
AZ CA CO FL ID MT NC NM NV NY OR PA TX WA
Address
1777 BOTELHO DR.SUITE 105
WALNUT CREEK, CA 94596
United States
Phone: 925-478-8800