Castle Wealth Management Revenue

Investment Management • Boynton Beach, Florida, United States • 1-10 Employees

Castle Wealth Management revenue & valuation

Annual revenue	$8,856,769
Revenue per employee	$886,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$28,400,000
Total funding	No funding

Key Contact at Castle Wealth Management

Christina Worley

Managing Member, Firm Founder, Cpa/Pfs, Cfp, Cfa

Company overview

Headquarters	Boynton Beach, Florida, United States
Phone number	+15615845080
Website	castlewm.com
NAICS	5231
SIC	874
Keywords	Asset Protection Planning, Portfolio Management, Retirement & Estate Planning, Insurance Reviews, Multigenerational Wealth Transfers
Founded	1997
Employees	1-10
Socials

Castle Wealth Management Email Formats

Castle Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@castlewm.com), used 90% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@castlewm.com	90%
{first name}{last name}	johndoe@castlewm.com	10%

About Castle Wealth Management

Castle Wealth Management is a Registered Investment Advisory firm founded in 1997. CWM provides customized wealth management and financial planning services to high new worth families, individuals, businesses, trusts, and charitable entities. The firm is overseen by its Managing Member Christina Worley CPA/PFS, CFP®,CFA. Castle provides personalized service, coupled with current and extensive financial knowledge, to address your individual needs and circumstances. Check CWM's Twitter feed at @CastleWM

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Manager

Entry

Founder/Owner

Employees by Department

Castle Wealth Management has 5 employees across 3 departments.

Departments

Number of employees

Funding Data

Castle Wealth Management has never raised funding before.

Castle Wealth Management Tech Stack

Discover the technologies and tools that power Castle Wealth Management's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

jQuery

JavaScript libraries

Google Tag Manager

Tag managers

PHP

Programming languages

Open Graph

Miscellaneous

Flywheel

Hosting

WP Rocket

Caching

core-js

JavaScript libraries

WordPress

Blogs

Google Analytics

Analytics

YouTube

Video players

MySQL

Databases

Frequently asked questions

Castle Wealth Management is located in Boynton Beach, Florida, US.

You can reach Castle Wealth Management at +15615845080.

Castle Wealth Management generates an estimated annual revenue of $8,856,769. This revenue figure reflects the company's market position and business performance in its industry.

Castle Wealth Management has an estimated valuation of $28,400,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Castle Wealth Management was founded in 1997, making it 29 years old. The company has established itself as a significant player in its industry over this time.

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

Key Contact at Castle Wealth Management

Christina Worley

Managing Member, Firm Founder, Cpa/Pfs, Cfp, Cfa

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