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Castle Wealth Management CRD 118364
$430M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1880 N Congress Ave Suite 302, Boynton Beach, FL 33426 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-28 |
| TX | RA | APPROVED_RES | 2026-08-24 |
Branch Locations
1880 N Congress Ave Suite 302, Boynton Beach, FL 33426 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jupiter | FL | 06/2014 | 12/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Knoxville | TN | 04/2018 | 08/2019 |
| Homemaking/Unemployed | Knoxville | TN | 01/2018 | 03/2018 |
| Stifel Nicolaus & Co Inc | Boca Raton | FL | 08/2019 | 06/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jupiter | FL | 06/2021 | 04/2022 |
| Ubs Financial Services Inc. | Palm Beach Gardens | FL | 05/2022 | 03/2023 |
| Stifel, Nicolaus & Company, Incorporated | Palm Beach Gardens | FL | 03/2023 | 07/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boca Raton | FL | 06/2025 | 08/2025 |
| Gunster Yoakley Stewart | West Palm Beach | FL | 07/2023 | 06/2025 |
| Castle Wealth Management Llc | Boynton Beach | FL | 08/2026 | Present |
| Unemployed | Palm Beach Gardens | FL | 08/2025 | 08/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-06 |
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