Castle Rock Wealth Management LLC
Legal Name: CASTLE ROCK WEALTH MANAGEMENT, LLC
1777 BOTELHO DR., SUITE 105, WALNUT CREEK, CA
925-478-8800
http://www.crwmadvisors.com
Frequently Asked Questions (FAQ)
Full Contact Details
Castle Rock Wealth Management LLC
1777 BOTELHO DR., SUITE 105, WALNUT CREEK, CA
925-478-8800
925-478-8805
Other Info
Castle Rock Wealth Management LLC, a California Limited Liability Company with 18 employees, 10 of whom hold advisory roles, serves 3 clients. Its recent SEC filing status is listed as 'Approved' with a registration date of June 9, 2017.
Home-CastleRock - Castle Rock Wealth Management
Customized Solutions for Sophisticated Investors. Understanding your wealth challenges is essential to helping you identify goals and financial needs.
Direct Owners
-
JAMES BLAIR LUIPPOLD
MANAGING MEMBER owns 75% or more
-
JENNIFER ROSE LUIPPOLD
CHIEF COMPLIANCE OFFICER owns less than 5%
Firms Located Nearby
News
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Aug 8, 2019
- Chevron Corp $6,326k
- Amazon.com Inc $3,915k
- Apple Inc $2,264k
- VISA INC COM CL A $2,154k
- Berkshire Hathaway, Inc. $2,036k
- STORE CAP CORP $1,823k
- MICROSOFT CORP $1,802k
- GASLOG PARTNERS LP $1,741k
- GOLDMAN SACHS ETF TR ACCESS $1,625k
- JANUS DETROIT STR TR $1,489k