Investment adviser · CRD 342075

CASTLE WEALTH GROUP

Investment adviser filing (IA)

CASTLE SECURITIES, LLC

MOORESVILLE, NC, United States · Form ADV filed Jun 22, 2026

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 22, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

131 PLANTATION RIDGE DR., ST. 110
MOORESVILLE, NC, 28117, United States

CRD 342075

Filing source

Form ADV 2114619 · Jun 22, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.