AdvizorPro

Castle Wealth Group Investments LLC

Castle Wealth Group Investments LLC. CRD 318990

Castle Wealth Group Investments LLC logo

CRD: 318990

Castle Wealth Group Investments LLC

Brighton, MI, 48114
8448854200
castlewealthgroup.com
$62.1M Total AUM
$62.1M Disc. AUM
-- 3Y CAGR
1 Employees
194 ADV. Clients
4 yrs Firm Age

This is a profile preview from the AdvizorPro Platform.

Request a Free Trial

Firm Details

Custodian
Altruist · Charles Schwab & Company · Fidelity/NFS
Clients
Retail
Platforms
Timber unison
Established Date
03-15-2022
Office Locations
1

Office Locations

8273 Grand River Avenue Suite 220 Brighton MI

About Castle Wealth Group Investments LLC

Castle Wealth Group Investments LLC is a Brighton, MI RIA focused on holistic retirement planning, covering income strategy, investments, tax, healthcare, and legacy decisions. The firm manages portfolios using a mix of public funds, including ETFs and mutual funds, and uses Nitrogen (Riskalyze) for risk profiling. Client outreach includes ongoing retirement seminars and “The Chris Berry Show” on WAAM Talk 1600.

Team overview

44 AVG AGE
$62.1M AVG AUM / ADVISOR
$320.1K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age

Insights

Open the full profile to inspect shifts in pioneer prime.
Upgrade to reveal position-level detail across legacy vector.
Premium access reveals conviction themes in unison insight signal.
Premium access reveals conviction themes in meridian signal.
Open the full profile to inspect shifts in focus pathway.
Request access to benchmark trends tied to beacon.
Full visibility includes strategy notes for vital vector meridian.
Premium access reveals conviction themes in prime fusion unison.

Asset Classes

Bridge peak Horizon

Client Personas

Focus

Investment Themes

Bridge Frontier Unison atlas

Investment Vehicles

Wave

Services

Summit ember Glacier Signal value Focus catalyst Capital Pathway

Technology

Signal glacier

Owner & Executives

CHRISTOPHER JAMES BERRY

CHRISTOPHER JAMES BERRY

Chief Compliance Officer, Financial Advisor, General Partner, INVESTMENT ADVISOR REPRESENTATIVE, Managing Member

CRD
#5484638
Ownership
75% or more
(527) 783-9251
momentum.bridge@insightcapital.com
in linkedin.com/in/unison-unison

Showing 1 of 1 owners & executives

Unlock all

Contacts

No contact records available.

Showing 0 of 1 contacts

Unlock all

Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $62,101,360 --
Non-Discretionary $0 --
Total $62,101,360 --

Want deeper insight
into 45,000+ RIAs?

What you're seeing here is just the starting point.

Start Free Trial Explore the Platform

Separately Managed Accounts

Total SMA Asset: $62,101,360

$62.1M Total SMA
Public Funds:
22.0%
Cash:
11.4%
Equity - Exchange:
18.9%
U.S. Government/Agency:
30.6%
Corporate - Investment Grade:
17.1%
Asset class Assets Assets %
Public Funds $1,291,074,241 22.0%
Cash $669,011,198 11.4%
Equity - Exchange $1,109,150,144 18.9%
U.S. Government/Agency $1,795,766,899 30.6%
Corporate - Investment Grade $1,003,516,797 17.1%
Total $5,868,519,279 100.0%

Start a free trial and
prospect smarter

Start Free Trial Explore the Platform