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    Castle Wealth Management

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    Description

    • Castle Wealth Management is a Registered Investment Advisory firm founded in 1997. CWM provides customized wealth management and financial planning services to high new worth families, individuals, businesses, trusts, and charitable entities. The firm is overseen by its Managing Member Christina Worley CPA/PFS, CFP®,CFA.Castle provides personalized service, coupled with current and extensive financial knowledge, to address your individual needs and circumstances.Check CWM's Twitter feed at @CastleWM
    • location

      Headquarters:1400 Centrepark Boulevard Suite 900, West Palm Beach, Florida, United States

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    • Castle Wealth Management phone

      Phone Number: +1 561-686-9604

    • Castle Wealth Management website

      Website: https://www.castlewm.com

    • Castle Wealth Management employees

      Employees:9

    • Castle Wealth Management revenue

      Revenue:$1 - 10M

    • Castle Wealth Management legal name

      Legal Name:Castle Wealth Management

    • Castle Wealth Management's Social Media

      Castle Wealth Management linkedin Castle Wealth Management twitter
    • done Is this data correct?

    • |  NAICS Code: 541110  |

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    Person level website identification

    Managing Director for Castle Wealth Management

    Paul Correa

    Managing Director

    Person level website visitor identification

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    View Employees

    Paul Correa

    Managing Director

    Melissa Gannon

    Manager Financial Planning, Cdfa , Cfp

    Nicholas Darzentas

    Portfolio Manager

    Frequently Asked Questions regarding Castle Wealth Management

    • Where are Castle Wealth Management's Headquarters?

      Castle Wealth Management's Headquarters are in 1400 Centrepark Boulevard Suite 900,West Palm Beach,Florida,United States

    • What is Castle Wealth Management's phone number?

      Castle Wealth Management's phone number is +1 561-686-9604

    • What is Castle Wealth Management's official website?

      Castle Wealth Management's official website is https://www.castlewm.com

    • What is Castle Wealth Management's Revenue?

      Castle Wealth Management's revenue is $1 - 10M

    • What is Castle Wealth Management's NAICS code?

      Castle Wealth Management's NAICS code is 541110

    • How many employees are working in Castle Wealth Management

      Castle Wealth Management has 9 employees

    • What is Castle Wealth Management's Industry?

      Castle Wealth Management is in the industry of Investment Management

    • Who is Castle Wealth Management's Managing Director?

      Castle Wealth Management's Managing Director is Paul Correa

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