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James Blair Luippold

CASTLE ROCK WEALTH MANAGEMENT, LLC·WALNUT CREEK, California
Unclaimed Profile
1777 BOTELHO DR., WALNUT CREEK, CA 94596CRD# 3031318Firm CRD# 199513
01

About

James Blair Luippold is a registered financial advisor based in WALNUT CREEK, California, affiliated with CASTLE ROCK WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CASTLE ROCK WEALTH MANAGEMENT, LLC
CASTLE ROCK WEALTH MANAGEMENT, LLC
AUM
$486M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at CASTLE ROCK WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 3031318
Firm CRD# 199513
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Blair Luippold offer?
James Blair Luippold specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in WALNUT CREEK, California for a consultation.
What are James Blair Luippold's credentials?
James Blair Luippold is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Blair Luippold located?
James Blair Luippold is based in WALNUT CREEK, California, working with CASTLE ROCK WEALTH MANAGEMENT, LLC. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.
How does James Blair Luippold charge for services?
James Blair Luippold's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CASTLE ROCK WEALTH MANAGEMENT, LLC?
CASTLE ROCK WEALTH MANAGEMENT, LLC has approximately 9 employees and manages $486M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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