Unclaimed Profile

Phillip Chad Castle

WINNOW WEALTH, LLC·WACO, Texas

Series 6, Series 7, Series 24, Series 31, Series 63, Series 6521 years registeredWINNOW WEALTH, LLC

200 W. HWY 6, WACO, TX 76712CRD# 2619152Firm CRD# 317181

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Phillip Chad Castle · WACO, TX

Registration

CRD #2619152 · WINNOW WEALTH, LLC · 21 years registered

Brand Profile

Not yet started

Career History

WINNACLE WEALTH, LLC

Jan 2022 – present

BROOKSTONE WEALTH ADVISORS, LLC

Sep 2019 – present

REGAL INVESTMENT ADVISORS LLC

Apr 2017 – Sep 2019

Waco, TX

WEALTH WATCH ADVISORS, LLC

Jun 2016 – May 2017

Waco, TX

CASTLE INVESTOR COACHING

Sep 2008 – Jul 2018

WACO, TX

GUNNALLEN FINANCIAL, INC

Mar 2005 – Sep 2008

WACO, TX

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · March 8, 2005

Years registered · 21

Disclosure History

2002Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

WINNOW WEALTH, LLC

CRD 317181 · SEC 801-130201

AUM

$101M

Regulatory assets under management

Employees

724 client accounts

Services offered by WINNOW WEALTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WINNOW WEALTH, LLC →

Introduction

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Frequently Asked Questions

What services does Phillip Chad Castle offer?

Phillip Chad Castle specializes in Financial Planning, Investment Management. Contact their office in WACO, Texas for a consultation.

What are Phillip Chad Castle's credentials?

Phillip Chad Castle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Phillip Chad Castle located?

Phillip Chad Castle is based in WACO, Texas, working with WINNOW WEALTH, LLC. Their office serves clients in the WACO metropolitan area and surrounding communities.

How does Phillip Chad Castle charge for services?

Phillip Chad Castle's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WINNOW WEALTH, LLC?

WINNOW WEALTH, LLC has approximately 3 employees and manages $101M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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