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Castle Wealth Management

Castle Wealth Management

Investment Management, 201 Arkona Ct, West Palm Beach, Florida, 33401, United States, 11-50 Employees

castlewm.com

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Who is CASTLE WEALTH MANAGEMENT

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, in...

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  • 201 Arkona Ct, West Palm Beach, Florida, 33401, United States Headquarters: 201 Arkona Ct, West Palm Beach, Florida, 33401, United States
  • 1997 Date Founded: 1997
  • 11-50 Employees: 11-50
  • dollar-icon Revenue: $10 Million to $25 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Investment Management

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

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Castle Wealth Management Org Chart and Mapping

Employees
Jacqueline Przysinda

Jacqueline Przysinda

Office Administrator

Michael Allende

Michael Allende

Financial Research Assistant

Phil Koch

Phil Koch

On Medical Leave

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Frequently Asked Questions Regarding Castle Wealth Management

Answer: Castle Wealth Management's headquarters are located at 201 Arkona Ct, West Palm Beach, Florida, 33401, United States

Answer: Castle Wealth Management's phone number is +15*********

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

Answer: Castle Wealth Management's revenue is $10 Million to $25 Million

Answer: Castle Wealth Management's SIC: 6282

Answer: Castle Wealth Management's NAICS: 523940

Answer: Castle Wealth Management has 11-50 employees

Answer: Castle Wealth Management is in Investment Management

Answer: Castle Wealth Management contact info: Phone number: +15********* Website: https://castlewm.com

Answer: 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

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