Insights

High Net Worth Clients Castle Wealth Management specializes in serving high net worth families, individuals, and charitable entities, indicating a valuable market segment for premium financial products, advisory services, and estate planning solutions.

Recent Asset Investments The company's recent stakes in diverse sectors like technology, energy, manufacturing, and real estate suggest openness to expanding investment tools and portfolio management services tailored to alternative assets.

Financial Growth Range With a revenue between 10 million and 25 million, Castle Wealth Management demonstrates solid financial health, offering opportunities to introduce advanced financial planning, risk management, and technology solutions aimed at growth and optimization.

Focus on Strategic Tech Utilization of marketing and analytics tools such as Google Tag Manager and Mailchimp shows the company's investment in digital outreach, presenting potential for sales of enterprise marketing automation and client engagement platforms.

Market Expansion Potential Given the firm's focus on personalized wealth management and recent asset acquisitions, there is room to offer scalable financial technology, compliance solutions, or enhanced investment analytics to support their targeted high-value clientèle growth.

Castle Wealth Management Tech Stack

Castle Wealth Management uses 8 technology products and services including MySQL, Microsoft 365, Brizy WordPress, and more. Explore Castle Wealth Management's tech stack below.

MySQL

Database

Microsoft 365

Brizy WordPress

Page Builders

Priority Hints

Performance

Google Tag Manager

Tag Management

Tailwind CSS

UI Frameworks

MailChimp for WordPress

Web Platform Extensions

Sassy Social Share

Widgets

Castle Wealth Management Email Formats	Example	Percentage
FLast@castlewm.com	JDoe@castlewm.com	100%

Castle Wealth Management Email Formats

Example

Percentage

FLast@castlewm.com

JDoe@castlewm.com

100%

Frequently Asked Questions

Where is Castle Wealth Management's headquarters located?

Castle Wealth Management's main headquarters is located at Boynton Beach, Florida 33426 United States. The company has employees across 4 continents, including North AmericaAsiaEurope.

What is Castle Wealth Management's phone number?

You can contact Castle Wealth Management's main corporate office by phone at

+1-561-686-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Castle Wealth Management's official website and social media links?

Castle Wealth Management's official website is castlewm.com and has social profiles on LinkedIn.

What is Castle Wealth Management's NAICS code?

Castle Wealth Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Castle Wealth Management have currently?

As of June 2026, Castle Wealth Management has approximately 11 employees across 4 continents, including North AmericaAsiaEurope. Key team members include Managing Member, Firm Founder, Cpa/Pfs, Cfp, Cfa: C. W.Principal And Manager Financial Planning, Cdfa®, Cfp®: M. G.Portfolio Manager: N. D.. Explore Castle Wealth Management's employee directory with LeadIQ.

What industry does Castle Wealth Management belong to?

Castle Wealth Management operates in the Investment Management industry.

What technology does Castle Wealth Management use?

Castle Wealth Management's tech stack includes MySQLMicrosoft 365Brizy WordPressPriority HintsGoogle Tag ManagerTailwind CSSMailChimp for WordPressSassy Social Share.

What is Castle Wealth Management's email format?

Castle Wealth Management's email format typically follows the pattern of FLast@castlewm.com. Find more Castle Wealth Management email formats with LeadIQ.

When was Castle Wealth Management founded?

Castle Wealth Management was founded in 1997.

Castle Wealth Management

Q: What is Castle Wealth Management's official website and social media links?

Castle Wealth Management's official website is castlewm.com. Castle Wealth Management has social profiles on LinkedIn.

Q: How many employees does Castle Wealth Management have currently?

Castle Wealth Management has approximately 11 employees.

Q: What technology does Castle Wealth Management use?

Castle Wealth Management's tech stack includes Bunny Fonts, Google Analytics, GoDaddy, PHP, jQuery Migrate.

Q: What is Castle Wealth Management's NAICS code?

Castle Wealth Management's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementFlorida, United States11-50 Employees

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

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