Castle Wealth Management Employee Directory

Q: What is Castle Wealth Management known for?

Castle Wealth Management was founded in 1997. Castle Wealth Management operates in the Investment Management industry.

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

Castle Wealth Management has approximately 11 employees.

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

Find Castle Wealth Management employees' phone numbers or email addresses

Castle Wealth Management Global Highlights

North America
18

United States Of America
18

Asia
1

United Arab Emirates
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Oceania
1

Australia
1

Castle Wealth Management's Leadership

C. W.
Managing Member, Firm Founder, Cpa/Pfs, Cfp, Cfa
Mobile Phone
Email
M. G.
Principal And Manager Financial Planning, Cdfa®, Cfp®
Mobile Phone
Email
N. D.
Portfolio Manager
Mobile Phone
Email
B. R.
Office Manager
Mobile Phone
Email
K. B.
Manager Financial Planning, Cdfa , Cfp
Mobile Phone
Email
H. A.
Principal
Mobile Phone
Email
L. F.
Financial Planner
Mobile Phone
Email
C. E.
Wealth Advisor
Mobile Phone
Email

Contact profiles from Castle Wealth Management

Name

Title

Contact Info

Location

Last Update

T. B.
Intern
Mobile Phone
Email
United StatesNorth Carolina
Feb 29, 2024
J. P.
Office Administrator
Mobile Phone
Email
United StatesFlorida
Sep 11, 2025

Frequently Asked Questions

What is Castle Wealth Management known for?

Castle Wealth Management was founded in 1997 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-561-686-****

. Explore Castle Wealth Management's company overview page for more information.

What is Castle Wealth Management's most common email format?

Castle Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Castle Wealth Management email formats with LeadIQ.

How many employees does Castle Wealth Management have currently?

Castle Wealth Management has approximately 11 employees as of December 2025. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are Castle Wealth Management's key employees and leadership?

As of December 2025, Castle Wealth Management's key employees include:

Managing Member, Firm Founder, Cpa/Pfs, Cfp, Cfa: C. W.
Principal And Manager Financial Planning, Cdfa®, Cfp®: M. G.
Portfolio Manager: N. D.
Office Manager: B. R.
Manager Financial Planning, Cdfa , Cfp: K. B.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.