# CASTLE WEALTH MANAGEMENT LLC

CASTLE WEALTH MANAGEMENT LLC of BOYNTON BEACH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 118364
- Type: SEC-registered investment adviser
- SEC file number: 801-60871
- Location: 1880 N CONGRESS AVE, SUITE 302, BOYNTON BEACH, FL, 33426
- Phone: 561-686-9604
- Latest filing: 2026-07-15
- Regulatory AUM: $430.1M
- Discretionary AUM: $424.8M
- Non-discretionary AUM: $5.3M
- Clients: 3
- Accounts: 917

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Martin Michael | SHAREHOLDER | Los Angeles, CA |
| Christina L Worley | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| Gary B Sellari | SECRETARY & TREASURER | — |
| Melissa Ann Gannon | FINANCIAL PLANNER; MEMBER/SR. RELATIONSHIP MANAGER | — |
| DAVIS GARY STEPHEN | PRINCIPAL | — |
| WORLEY CHRISTINA | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER; OPERATING MANAGER (+1 more) | — |
| SELLARI GARY B | SECRETARY & TREASURER; SHAREHOLDER | — |
| MANUEL JOHN JOSEPH | PRINCIPAL | — |
| POTTER JOHN MCDOWELL | VICE OPERATING MANAGER | — |
| WORLEY CHRISTINA L | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| GANNON MELISSA ANN | FINANCIAL PLANNER | — |
| Gary B. Sellari | MEMBER; SECRETARY & TREASURER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/118364/brochure
- Similar advisers: https://search.stillhousedata.com/firm/118364/similar
- Related entities: https://search.stillhousedata.com/firm/118364/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/118364

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.