$14.5M Total AUM
$14.5M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- EagleRadial +more
- Established Date
- 11-09-2022
- Office Locations
- 1
Office Locations
1040 Monarch St., 3RD Floor Lexington KY
About Blue Castle Wealth
Blue Castle Wealth is a Lexington, KY advisory founded by Warren Leet (15+ years) focused on retirees and pre-retirees. The firm designs customized retirement income and risk-management plans as part of broader financial planning, using diversified asset allocation with ETFs and mutual funds. Primarily custodies at Charles Schwab.
Team overview
-- AVG AGE
$14.5M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
3.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Radial foundation Fusion momentum
Client Personas
Matrix north
Custodian
Eagle Wave radial Unison focus
Investment Themes
Zenith legacy Summit
Investment Vehicles
Timber
Services
Atlas Vital Quantum Pathway Fusion
Technology
Signal harbor Foundation Vertex meridian
Owner & Executives
Warren Randall Leet
Chief Compliance Officer, FOUNDER
- CRD
- #7530037
- Ownership
- 75% or more
(319) 554-5603
beacon.pioneer@capitalcapital.com
in linkedin.com/in/oak-ember
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,480,733 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,480,733 | -- |
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Separately Managed Accounts
Total SMA Asset: $14,480,733
Public Funds:
65.1% Equity - Exchange:
19.6% Cash:
15.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,488,585,000 | 65.1% |
| Equity - Exchange | $749,251,398 | 19.6% |
| Cash | $584,874,815 | 15.3% |
| Total | $3,822,711,213 | 100.0% |