CASTELLANO WEALTH PLANNING

CASTELLANO WEALTH PLANNING is an SEC-registered investment adviser (CRD 338457). Regulatory assets under management: $80.4M.

Registration

• CRD: 338457
• Type: Registered investment adviser
• Phone: (214) 452-9287
• Latest filing: 2026-03-18
• Regulatory AUM: $80.4M
• Discretionary AUM: $80.4M
• Clients: 2
• Accounts: 382

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338457 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search