What departments does Castle Wealth Management have?

Castle Wealth Management has employees across 4 departments including Finance, Administrative, Business Development, Research.

What is the largest department at Castle Wealth Management?

The largest department at Castle Wealth Management is Finance with 4 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.

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
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
G. M.
Business Development And Marketing
Mobile Phone
Email

Castle Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Education
Accounting
Administrative
Analytics
Other

Contact profiles from Castle Wealth Management

Name

Title

Contact Info

Location

Last Update

C. W.
Managing Member, Firm Founder, Cpa/Pfs, Cfp, Cfa
Mobile Phone
Email
United StatesFlorida
Apr 14, 2026
M. G.
Principal And Manager Financial Planning, Cdfa®, Cfp®
Mobile Phone
Email
United StatesFlorida
Aug 07, 2024
N. D.
Portfolio Manager
Mobile Phone
Email
United StatesFlorida
Jul 31, 2024
B. R.
Office Manager
Mobile Phone
Email
United StatesFlorida
Apr 01, 2026
K. B.
Manager Financial Planning, Cdfa , Cfp
Mobile Phone
Email
Oct 16, 2024
H. A.
Principal
Mobile Phone
Email
Oct 23, 2024
L. F.
Financial Planner
Mobile Phone
Email
United StatesFlorida
Nov 19, 2025
G. M.
Business Development And Marketing
Mobile Phone
Email
Oct 22, 2024
M. A.
Financial Research Assistant
Mobile Phone
Email
United StatesFlorida
Aug 28, 2024
T. B.
Intern
Mobile Phone
Email
United StatesNorth Carolina
Feb 29, 2024

Frequently Asked Questions

What is Castle Wealth Management known for?

Castle Wealth Management was founded in 1997 operates in the Investment Management industry. The company's main headquarters is located in Boynton Beach, Florida 33426 United States; 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 June 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

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

As of June 2026, 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.

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Castle Wealth Management Employee Directory

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