CASTLE ROCK WEALTH MANAGEMENT, LLC of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 199513). Regulatory assets under management: $587.1M.
Compensation: % of AUM.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| 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 | — |
| 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 |