BLUE CASTLE WEALTH

BLUE CASTLE WEALTH of LEXINGTON, KY is an SEC-registered investment adviser (CRD 320724). Regulatory assets under management: $14.5M.

Registration

• CRD: 320724
• Type: Registered investment adviser
• Location: 1040 MONARCH ST., 3RD FLOOR, LEXINGTON, KY, 40513
• Phone: (859) 440-1591
• Latest filing: 2026-03-11
• Regulatory AUM: $14.5M
• Discretionary AUM: $14.5M
• Clients: 1
• Accounts: 39

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 320724 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search