What departments does Castle Wealth Management have?

Castle Wealth Management has employees across 3 departments including Finance, Administrative, Marketing.

What is the largest department at Castle Wealth Management?

The largest department at Castle Wealth Management is Finance with 1 employees.

Where are Castle Wealth Management employees located globally?

Castle Wealth Management has employees across 4 continents and 4 countries including United Arab Emirates, United Kingdom Of Great Britain And Northern Ireland, United States Of America, Australia.

How has Castle Wealth Management's team size changed over time?

Castle Wealth Management's team has grown from approximately 7 to 8 employees based on available data.

Learn more at LeadIQ.com

Castle Wealth Management Employee Directory

Investment ManagementFlorida, United States11-50 Employees

Castle Wealth Management is a registered investment adviser based in Boynton Beach, Florida, with a history dating back to 1997. The firm delivers customized wealth management and financial planning services to high net worth individuals and families, as well as businesses, trusts, and charitable entities. It emphasizes a personalized approach, combining current financial knowledge with consideration of each client’s unique circumstances. The organization is overseen by Managing Member Christina Worley, who holds CPA/PFS, CFP®, and CFA credentials.

Castle positions itself as providing tailored, thoughtful guidance to help clients navigate complex financial needs and planning goals. Operating as a smaller advisory firm within the investment management landscape, it emphasizes a client-focused model anchored in professional credentials and experience.

Castle Wealth Management Global Highlights

North America
19

United States Of America
19

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

K. B.
Manager Financial Planning, Cdfa , Cfp
Mobile Phone
Email
K. J.
Office Manager
Mobile Phone
Email
H. A.
Principal
Mobile Phone
Email
G. M.
Business Development And Marketing
Mobile Phone
Email

Castle Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Education
Accounting
Administrative
Analytics
Other

Contact profiles from Castle Wealth Management

Name

Title

Contact Info

Location

Last Update

K. B.
Manager Financial Planning, Cdfa , Cfp
Mobile Phone
Email
Oct 16, 2024
K. J.
Office Manager
Mobile Phone
Email
Aug 22, 2024
H. A.
Principal
Mobile Phone
Email
Oct 23, 2024
G. M.
Business Development And Marketing
Mobile Phone
Email
Oct 22, 2024

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 July 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

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

As of July 2026, Castle Wealth Management's key employees include:

Manager Financial Planning, Cdfa , Cfp: K. B.
Office Manager: K. J.
Principal: H. A.
Business Development And Marketing: G. M.

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.

Castle Wealth Management Employee Directory

Find Castle Wealth Management employees' phone numbers or email addresses

Name search is limited — try advanced search instead