C
$236.4M Total AUM
$203.1M Disc. AUM
-- 3Y CAGR
3 Employees
111 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-27-2006
- Office Locations
- 1
Office Locations
1105 Chapala St. Ste. 4 Santa Barbara CA
About Castle Wealth Planning
Castle Wealth Planning is an independent, fee-only Santa Barbara RIA providing fiduciary financial planning and discretionary asset management for individuals, families, and small businesses. Led by founder Nate Cultice (CFP, FSA) with 25 years in the industry, the firm primarily implements portfolios using ETFs and public funds, with Schwab as a key custodian.
Team overview
53 AVG AGE
$236.4M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
19.7 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
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Owner & Executives
NATHAN EDWARD CULTICE
Chief Compliance Officer, Financial Planner, Managing Member, President
- CRD
- #2873957
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $203,141,770 | $602,795 |
| Non-Discretionary | $33,293,603 | $1,849,645 |
| Total | $236,435,373 | $666,015 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Cash:
Available Equity - OTC:
Available Sovereign Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Sovereign Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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