# CASTLE ROCK WEALTH MANAGEMENT, LLC

CASTLE ROCK WEALTH MANAGEMENT, LLC of WALNUT CREEK, CA is an SEC-registered investment adviser.

## Registration

- CRD: 199513
- Type: SEC-registered investment adviser
- SEC file number: 801-110593
- Location: 1777 BOTELHO DR., SUITE 105, WALNUT CREEK, CA, 94596
- Phone: 925-478-8800
- Latest filing: 2026-03-05
- Regulatory AUM: $587.1M
- Discretionary AUM: $587.1M
- Clients: 7
- Accounts: 2,040

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| James Blair Luippold | MANAGING MEMBER | — |
| Jennifer Rose Luippold | CHIEF COMPLIANCE OFFICER | — |
| LUIPPOLD JAMES BLAIR | MANAGING MEMBER; PRESIDENT | — |
| LUIPPOLD JENNIFER ROSE | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (10)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| MONTEREY | CA | 1 | 831-594-9086 |
| — | — | 1 | 208-783-5911 |
| SACRAMENTO | CA | 1 | 916-318-8100 |
| MODESTO | CA | 1 | 209-576-6790 |
| SAN MATEO | CA | 1 | 925-478-8800 |
| MONTEREY | CA | 1 | 831-594-9086 |
| — | — | 1 | 208-783-5911 |
| SACRAMENTO | CA | 1 | 916-318-8100 |
| MODESTO | CA | 1 | 209-576-6790 |
| SAN MATEO | CA | 1 | 925-478-8800 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/199513/brochure
- Similar advisers: https://search.stillhousedata.com/firm/199513/similar
- Related entities: https://search.stillhousedata.com/firm/199513/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/199513

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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.