Castle Rock Wealth Management Revenue
Financial Services • 
Walnut Creek, California, United States • 1-10 Employees
Castle Rock Wealth Management revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Key Contact at Castle Rock Wealth Management
James B. Luippold
President/Founder
Company overview
| Headquarters | 1777 Botelho Dr, Walnut Creek, California 94596, US |
| Phone number | +19254788800 |
| Website | |
| NAICS | 52 |
| SIC | 874 |
| Employees | 1-10 |
| Socials |
Castle Rock Wealth Management Email Formats
Castle Rock Wealth Management uses 2 email formats. The most common is {first name} (e.g., john@crwmadvisors.com), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@crwmadvisors.com | 60% |
{first initial} | j@crwmadvisors.com | 40% |
About Castle Rock Wealth Management
Over 50 years of experience in the financial services industry has shown us that clients want to be responsible stewards of their wealth. To that end, our team helps individuals and their families, business owners and other professionals preserve, build, and access their wealth. We use a process that builds an investment strategy on a solid foundation of clear financial goals and objectives. We believe our clients appreciate this clarity we bring to the wealth management process. We also believe a strong relationship between client and advisor is key to understanding who you are, your future objectives, and how we can fulfill them. It is our objective to provide solutions for each of those steps. Whether it is retirement income, philanthropic desires, or caring for elderly parents, the investment strategies practiced after achieving your wealth are more important than the strategy which created your wealth. The advisors at Castle Rock Wealth Management understand this and have devised a comprehensive approach to pursue your goals—the Personalized Investment Plan. After identifying your retirement objectives we create a plan that is right for you.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Castle Rock Wealth Management has 2 employees across 2 departments.
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Number of employees
Funding Data
Castle Rock Wealth Management has never raised funding before.
Castle Rock Wealth Management Tech Stack
Discover the technologies and tools that power Castle Rock Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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France
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Frequently asked questions
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