Castle Wealth Management Management Team
Summary
Castle Wealth Management is a private company. The company currently specializes in the Financial Services area. Its headquarters is located at West Palm Beach, Florida, USA. The number of employees ranges from 25 to 100. The annual revenue of Castle Wealth Management varies between 5.0M and 25M. To connect with Castle Wealth Management employee register on SignalHire.
Organization Website | castlewm.com |
Social Links |   |
Phone Number | 561.686.9604, 561-584-5080 |
Industries | |
Headquarters Location | Boynton Beach, Florida, 33426 US |
Employees Size | 10-50 employees |
Specialties | Portfolio Management, Retirement & Estate Planning, Asset Protection Planning, Insurance Reviews, Multigenerational Wealth Transfers |
SIC Code | 6411, 6199 |
DMA Code | Miami Metropolitan Area |
Founded | 1997 |
Estimated Annual Revenue | $5.0M - 25M |
Operating Status | Independent Company |
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2003 | Privately Held | 1-10 | - | $- | |
| 2012 | Privately Held | 1-10 | - | $- | |
| 1996 | - | 10-50 | - | $- |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Castle Wealth Management shows a diverse range of experience levels:
7% have been with the company for less than 1 year13% for 1–2 years13% for 3–4 years20% for 5–7 years20% for 8–10 years27% have over 11 years of service at Castle Wealth Management
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