PFS Advisors LC
Legal Name: CASTLE WEALTH MANAGEMENT LLC
1400 CENTREPARK BLVD, SUITE 900, WEST PALM BEACH, FL
561-686-9604
http://www.castlewm.com
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Full Contact Details
PFS Advisors LC
1400 CENTREPARK BLVD, SUITE 900, WEST PALM BEACH, FL
561-686-9604
561-584-5080
Other Info
Castle Wealth Management LLC, formerly known as PFS Advisors LC, is a Florida-based limited liability company with a team of 12 employees, including 6 in advisory roles. Despite having only one client, the company's registration with the SEC has been approved since January 2002, showing a solid track record in offering financial services.
Financial Planners West Palm Beach | Castle Wealth Management
Castle Wealth Management is a team of fee-only, fiduciary financial planners and portfolio managers helping clients with retirement and wealth management.
Direct Owners
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CHRISTINA L WORLEY
CHIEF COMPLIANCE OFFICER owns 75% or more
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GARY B. SELLARI
SECRETARY & TREASURER owns more than 5% but less than 10%