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Managing Member/chief Compliance Officer · Castle Wealth Management

Christina L Worley

CRD 2417412 · Named on Form ADV at one SEC-registered adviser

At a glance

Castle Wealth Management, an SEC-registered wealth manager based in Boynton Beach, FL with $430 million in regulatory assets, lists Christina L Worley on its Form ADV as Managing Member/chief Compliance Officer, a control person.

Firms and roles

  • Castle Wealth ManagementManaging Member/chief Compliance OfficerWealth manager · Boynton Beach, FL · $430M in regulatory assets

AtlasMembers

Christina’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Christina’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.