C
$1.1M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท T. Rowe Price
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-20-2025
- Office Locations
- 1
Office Locations
-- Verona WI
About Castle Financial
Castle Financial is a Verona-based RIA. The firm has been operating for 0 years. Managing $1.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and T. Rowe Price.
Team overview
-- AVG AGE
$1.1M AVG AUM / ADVISOR
$97.1K AVG AUM / CLIENT
0.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
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Available
Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JESSE PATRICK MELICHAR
Chief Compliance Officer, President
- CRD
- #4245411
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,068,512 | -- |
| Total | $1,068,512 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Private Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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