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- Custodian
- Ascensus · Broadridge · Charles Schwab & Company · Equity Trust · Fidelity/NFS · Inspira Financial Trust · LLC · Millennium Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-01-1997
- Office Locations
- 1
Office Locations
About Castle Wealth Management
Castle Wealth Management is a fee-only fiduciary wealth manager serving individuals, families, and businesses in Florida’s Palm Beaches and Jamestown, NY. Founded in 1997, the credentialed team (CPA/PFS, CFP, CFA, CDFA) provides ongoing financial and retirement planning with investment management and specialty support such as 529, divorce, and elder-care planning. Portfolios skew toward ETFs. The firm adheres to the CFA Institute Asset Manager Code of Professional Conduct.
Team overview
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Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
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Technology
Owner & Executives
CHRISTINA L WORLEY
Chief Compliance Officer, Managing Member
- CRD
- #2417412
- Ownership
- 75% or more
MELISSA ANN GANNON
Financial Planner, SR. RELATIONSHIP MANAGER
- CRD
- #6333322
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
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Scott David Worley
Investment Advisor Representative
- CRD
- #6593175
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $424,800,435 | $466,814 |
| Non-Discretionary | $5,263,754 | $751,965 |
| Total | $430,064,189 | $468,990 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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