CASTLE WEALTH GROUP INVESTMENTS LLC

CASTLE WEALTH GROUP INVESTMENTS LLC of BRIGHTON, MI is an SEC-registered investment adviser (CRD 318990). Regulatory assets under management: $62.1M.

Registration

• CRD: 318990
• Type: Registered investment adviser
• Location: 8273 GRAND RIVER AVENUE, BRIGHTON, MI, 48114
• Phone: 844-885-4200
• Latest filing: 2026-01-30
• Regulatory AUM: $62.1M
• Discretionary AUM: $62.1M
• Clients: 1
• Accounts: 229

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318990 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search