C
CRD: 338457
Castellano Wealth Planning
Plano, TX
2144529287
$80.4M Total AUM
$80.4M Disc. AUM
-- 3Y CAGR
2 Employees
203 ADV. Clients
0 yrs Firm Age
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- Custodian
- Altruist · Betterment · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-15-2025
- Office Locations
- 1
Office Locations
-- Plano TX
About Castellano Wealth Planning
Castellano Wealth Planning is a Plano-based RIA. The firm has been operating for 0 years. Managing $80.4M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and Betterment. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$40.2M AVG AUM / ADVISOR
$396.1K AVG AUM / CLIENT
0.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Prime focus Ridge Wave
Client Personas
Vector glacier
Investment Themes
Atlas Oak radial Wave signal Capital
Investment Vehicles
Horizon zenith
Services
Matrix Prime North crest Fusion Eagle
Owner & Executives
Connor Williams Castellano
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #6569751
- Ownership
- 75% or more
(819) 864-2093
foundation.oak@vectorcapital.com
in linkedin.com/in/signal-unison
Showing 1 of 1 owners & executives
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G
GLENDA HOLT LENOX
--
- CRD
- #5635114
(728) 248-1365
radial.north@peakcapital.com
in linkedin.com/in/eagle-element
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,400,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $80,400,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $80,400,000
Public Funds:
7.7% Equity - Exchange:
9.8% Corporate - Investment Grade:
28.0% U.S. Government/Agency:
16.9% Municipal Bonds:
29.1% Cash:
8.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $689,273,846 | 7.7% |
| Equity - Exchange | $877,257,622 | 9.8% |
| Corporate - Investment Grade | $2,506,450,348 | 28.0% |
| U.S. Government/Agency | $1,512,821,817 | 16.9% |
| Municipal Bonds | $2,604,918,040 | 29.1% |
| Cash | $760,886,712 | 8.5% |
| Total | $8,951,608,385 | 100.0% |