Castle Wealth Group Investments LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$62,101,360
Total clients
96
10% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
96
Average account size
$646,889
About
Castle Wealth Group Investments LLC is an independent, single‑advisor registered investment adviser that manages about $62.1 million for roughly 96 individual and high‑net‑worth clients and provides discretionary asset management as well as financial planning and consulting. Its services include ongoing portfolio management, possible use of Sub‑Advisors, subscription to model portfolios (including Altruist’s Model Marketplace), and participation in sponsored programs such as Triad Wealth Partners.
The firm operates on a discretionary basis, creating client profiles to document objectives, time horizon, and risk tolerance and employing a range of analysis methods (fundamental, technical, charting, cyclical) to construct and monitor portfolios. Reviews are performed at least quarterly, clients may impose written investment restrictions, and financial plans are offered for a fixed fee (with delivery typically within 30 days of receiving required materials).
Notable departures from typical solo independent advisers include maintaining six offices while operating with a single advisory professional and formal affiliations outside investment advisory services: the principal also practices law through an affiliated legal firm (holding a Certified Elder Law Attorney credential) and conducts a licensed insurance business, with the brochure disclosing time spent on both activities and receipt of insurance commissions. The firm’s ADV also references public social media/legal pages and its use of sub‑advisor, model marketplace, and third‑party platform relationships, and it discloses the resulting conflicts of interest and mitigation measures.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Fee options
Financial planning fees are flat fees ranging from $5,000 to $20,000
1.2% annually
Advisors may receive commissions from sale of insurance products as licensed agents
Fee-only: Financial planning flat fees between $5,000 and $20,000
Main office location
Castle Wealth Group Investments LLC
8273 Grand River Avenue, Suite 220
Brighton MI 48114, United States
Number of offices
6
Most active in
Castle Wealth Group Investments LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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