# CASTLE WEALTH GROUP INVESTMENTS LLC

CASTLE WEALTH GROUP INVESTMENTS LLC of BRIGHTON, MI is an SEC-registered investment adviser.

## Registration

- CRD: 318990
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/318990/brochure
- Similar advisers: https://search.stillhousedata.com/firm/318990/similar
- Related entities: https://search.stillhousedata.com/firm/318990/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/318990

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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.