Castle Wealth Group Revenue

Financial Services • 131 Plantation Ridge Dr, Ste 110, United States • 1-10 Employees

Castle Wealth Group revenue & valuation

Annual revenue	$684,440
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$2,200,000
Total funding	No funding

Key Contact at Castle Wealth Group

Joanna Thompson

Client Services Director

Company overview

Headquarters	131 Plantation Ridge Dr, Ste 110, Mooresville, North Carolina 28117, US
Phone number	+17045948000
Website	castlewealth.com
NAICS	52
Founded	2021
Employees	1-10
Socials

Castle Wealth Group Email Formats

Castle Wealth Group uses 2 email formats. The most common is {first name}{last name} (e.g., johndoe@castlewealth.com), used 83.3% of the time.

Format	Example	Percentage
{first name}{last name}	johndoe@castlewealth.com	83.3%
{first initial}{last name}	jdoe@castlewealth.com	16.7%

About Castle Wealth Group

We are a full-service wealth management firm specializing in wealth accumulation, tax strategies, insurance, and small business owner series. Securities and advisory services are offered through Centaurus Financial, Inc., member FINRA/SIPC, www.finra.org, www.sipc.org, a broker/dealer and registered investment adviser. The representative associated with this site may only discuss/transact business in the following states: FL,GA,IN,MD,MI,MO,NC,NY,PA,SC,TN,VA. Castle Wealth Group and Centaurus Financial, Inc. are not affiliated.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Partner

Director

Employees by Department

Castle Wealth Group has 5 employees across 2 departments.

Departments

Number of employees

Funding Data

Castle Wealth Group has never raised funding before.

Frequently asked questions

Castle Wealth Group is located in 131 Plantation Ridge Dr, Ste 110, US.

You can reach Castle Wealth Group at +17045948000.

Castle Wealth Group generates an estimated annual revenue of $684,440. This revenue figure reflects the company's market position and business performance in its industry.

Castle Wealth Group has an estimated valuation of $2,200,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Castle Wealth Group was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

Castle Wealth Group has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Castle Wealth Group

Joanna Thompson

Client Services Director

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