Frequently Asked Questions (FAQ) About
Castle Wealth Planning LLC
- Where is Castle Wealth Planning LLC Located
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1105 CHAPALA ST., STE. 4, SANTA BARBARA, CA
- Castle Wealth Planning LLC: Is the firm operating under a legal name?
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The firm is using the following primary business name: Castle Wealth Planning LLC, while the legal name is: CASTLE WEALTH PLANNING LLC
- Castle Wealth Planning LLC: How many employees does the firm employ?
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Castle Wealth Planning LLC has 2 employees, of which 1 are employees in advisory roles
- Castle Wealth Planning LLC: How many clients does the firm serve?
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It serves 2 clients.
- Castle Wealth Planning LLC: What other investment firms are located in the vicinity?
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Anodos Advisors LLC Arlington Financial Advisors LLC Avalan LLC Bergquist WANG LLC Omega Financial Group LLC Curtis Advisory Group LLC Mission Wealth Management LP Daniel Investment Associates LLC Partnervest Advisory Services LLC Pacific Wealth Strategies Group Inc