CASTLE WEALTH MANAGEMENT LLC of BOYNTON BEACH, FL is an SEC-registered investment adviser (CRD 118364). Regulatory assets under management: $430.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| 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 | — |