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Castle Wealth Management

EST. AUM
$430,064,189

CONTACTS
4

CLIENT ACCOUNTS
917

Firm Details

Metro area West Palm Beach
CRD Number 118364
Website castlewm.com
Client types

Overview

Previously Johnson Custom Strategies, Inc. Castle Wealth Management is a Registered Investment Advisory firm founded in 1997. CWM provides customized wealth management and financial planning services to high new worth families, individuals, businesses, trusts, and charitable entities. The firm is overseen by its Managing Member Christina Worley CPA/PFS, CFP®,CFA. Castle provides personalized service, coupled with current and extensive financial knowledge, to address your individual needs and circumstances.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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