DBA: CASTLE WEALTH MANAGEMENT
| Total AUM | $430.1M |
| Discretionary | $424.8M99% of AUM |
| Non-Discretionary | $5.3M |
| Client Accounts | 917 |
| Avg Account Size | $469K |
| Employees | 6 |
| Peak AUM | $430.1MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $430M | +15.6% | +6.7% | +1.9% | |
| Discretionary AUM | |||||
| Total AUM | $430.1M |
| Discretionary | $424.8M |
| Employees | 6 |
| Client Accounts | 917 |
| Client Range | 251-500 |
Address
1880 N CONGRESS AVE
BOYNTON BEACH FL 33426
Phone
561-686-9604
Filing History
59 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$425M
98.8% of AUM
Non-Discretionary
$5M
1.2% of AUM
Disc. mix ▼ 0.3pp vs 1 year ago
Custody
| +9.8% /yrover 24 yrs · 59 filings |
Total AUM
$430M
| $425M |
| +15.2% |
| +8.3% |
| +2.2% |
| Non-Disc. AUM | $5M | +61.9% | 35.5% | 14.0% |
| Total Accounts | 917 | +12.9% | +11.0% | +3.9% |
| Avg Account Size | $468,990.391 | +2.4% | 3.9% | 1.9% |
| Employees | 6 | 0.0% | 18.3% | 7.8% |
| AUM / Employee | $72M | +15.6% | +30.6% | +10.5% |
Client AUM Segments | |||||
| Wealth AUM | $417M | +14.9% | +10.5% | +6.3% | |
| Institutional AUM | $14M | +43.9% | 33.1% | 30.8% | |
Client Count Segments | |||||
| HNW Clients | 141 | 9.6% | +10.3% | +5.7% | |
| Institutional | 9 | 0.0% | 0.0% | +2.4% | |
| Individuals | 101 | +23.2% | +7.6% | +3.5% | |