Castle Wealth Partners
Financial Services • 
Roswell, Georgia, United States • 1-10 Employees
Company overview
| Headquarters | 2870 Johnson Ferry Rd, Suite 200, Marietta, Georgia 30062, US |
| Phone number | +16787377000 |
| Website | |
| NAICS | 52 |
| Founded | 2021 |
| Employees | 1-10 |
| Socials |
Key Contact at Castle Wealth Partners
Chip Bradford
Senior Vice President - Financial Advisor
Castle Wealth Partners Email Formats
Castle Wealth Partners uses 2 email formats. The most common is {first initial} (e.g., j@castlewealthpartners.com), used 57.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@castlewealthpartners.com | 57.1% |
{first name} | john@castlewealthpartners.com | 42.9% |
About Castle Wealth Partners
Our mission is to have a positive impact on the families that we serve by delivering exceptional service driven by meaningful relationships focused on our clients financial success. Securities offered through LPL Financial, Member FINRA/SIPC. For links to FINRA/SIPC, refer to the Contact Information section above. Castle Wealth Partners is an other name for Independent Advisor Alliance, a registered investment advisor. Investment advice offered through Independent Advisor Alliance, a registered investment advisor and separate entity from LPL Financial. The financial professionals associated with this site may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
Castle Wealth Partners revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Castle Wealth Partners has never raised funding before.
Castle Wealth Partners Tech Stack
Discover the technologies and tools that power Castle Wealth Partners's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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