VerifiedInvestment Management· Founded 1997

Castle Wealth Management

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. Check CWM's Twitter feed at @CastleWM

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Boynton Beach, United States10(11 to 50)$1M to <$10M1997castlewm.com LinkedIn

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12

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10

11 to 50 range

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Distinct roles

10

indexed titles

Tech stack

2

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Monthly traffic

375

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Top roles at Castle Wealth Management

10 distinct titles indexed · top 10 shown.

3financial planner
1client services administrator
1cryptocurrency educator
1financial research assistant
1financial research planning associate
1managing member, firm founder, cpa pfs, cfp, cfa
1office administrator
1office manager
1portfolio manager
1principal and manager financial planning, cdfa, cfp

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