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CASTLE ROCK WEALTH MANAGEMENT, LLC
CASTLE ROCK WEALTH MANAGEMENT, LLC
WALNUT CREEK, California
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1 registered advisor
·
CRD# 199513
SEC# 801-110593
4
925-478-8800
01
Firm Overview
AUM
$486M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at CASTLE ROCK WEALTH MANAGEMENT, LLC
1 registered advisor
James Blair Luippold
WALNUT CREEK, California
CRD# 3031318
05
Office Locations
WALNUT CREEK, California
1 advisor
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Data sourced from SEC Form ADV filings. CASTLE ROCK WEALTH MANAGEMENT, LLC (CRD# 199513) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.