DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CASTLE WEALTH MANAGEMENT

CASTLE WEALTH MANAGEMENT LLC, CRD 118364

BOYNTON BEACH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f9b4ab68-8410-cd7d-470d-19138bfce213

Data as of Jul 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 11
On other graphs: 0
Observed: Mar 29, 2012 to Jul 15, 2026
42 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $430MItem 5.F on the latest filing (2026-07-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $425M
Private client RAUM: $417MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $86.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 917
Individual clients: 141
High net worth clients: 101
Custody, client assets: $67.7M
SEC number: 801-60871
CIK: 1936420
CRD: 118364
Filings on the tape: 42
First filed: Mar 29, 2012
Latest filed: Jul 15, 2026
Organised: Limited Liability Company, FL

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CHRISTINA L WORLEY	Certified Financial Planner\|Personal Financial Specialist\|Chartered Financial Analyst	BOYNTON BEACH, FL	28	28	n/a	no
Scott David Worley	n/a	BOYNTON BEACH, FL	10	27	n/a	no
MELISSA ANN GANNON	Certified Financial Planner	BOYNTON BEACH, FL	9	13	1	no
Matthew Charles Kazmierz Kaszel	Chartered Financial Analyst	BOYNTON BEACH, FL	0	13	n/a	no
MEGAN BROOKE KIZIAH	n/a	BOYNTON BEACH, FL	0	12	6	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
WORLEY, CHRISTINA, L	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	yes	10/1997	Mar 29, 2012	Mar 25, 2024
GANNON, MELISSA, ANN	FINANCIAL PLANNER	Na	no	01/2016	Aug 20, 2021	Mar 25, 2024
SELLARI, GARY, B.	SECRETARY & TREASURER	A	no	10/1997	Mar 29, 2012	Mar 25, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
DIVINE BLALOCK MARTIN AND SELLARI, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Jamestown	NY	United States	5	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$430M	$425M	6	6	1	n/a	n/a
2024	Mar 31, 2025	$372M	$369M	6	6	1	n/a	n/a
2023	Mar 25, 2024	$350M	$330M	7	7	1	n/a	n/a
2022	Mar 31, 2023	$354M	$335M	11	8	1	n/a	n/a
2021	Mar 24, 2022	$424M	$407M	11	9	1	n/a	n/a
2020	Mar 23, 2021	$392M	$381M	9	7	1	n/a	n/a
2019	Mar 27, 2020	$355M	$310M	9	8	0	n/a	n/a
2018	Feb 21, 2019	$308M	$274M	12	6	1	n/a	n/a
2017	Mar 29, 2018	$301M	$271M	10	6	1	n/a	n/a
2016	Feb 1, 2017	$198M	$194M	5	3	n/a	n/a	n/a
2015	Mar 31, 2016	$174M	$165M	5	3	n/a	n/a	n/a
2014	Mar 16, 2015	$173M	$168M	4	3	n/a	n/a	n/a
2013	Mar 21, 2014	$156M	$152M	4	3	n/a	n/a	n/a
2012	Mar 25, 2013	$142M	$139M	4	2	n/a	n/a	n/a
2011	Mar 29, 2012	$142M	$139M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	3	-1	60.0%	1	2	0	2	5

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$430M	$372M	15.6%	$354M	6.7%	3	6	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
FORTIS CAPITAL ADVISORS, LLC	2	Jul 6, 2026	Jul 13, 2026	BOYNTON BEACH, FL	Team lift out	RIA to RIA	40.0%

Relationships

Registered with (16)

← MEGAN BROOKE KIZIAHAdvisorregistration: current employment
Aug 24, 2026 to presentfactForm ADV
← Matthew Charles Kazmierz KaszelAdvisorregistration: current employment
Aug 21, 2026 to presentfactForm ADV
← MELISSA ANN GANNONAdvisorregistration: current employment
Dec 1, 2016 to presentfactForm ADV
← Scott David WorleyAdvisorregistration: current employment
Aug 5, 2016 to presentfactForm ADV
← CHRISTINA L WORLEYAdvisorregistration: current employment
Nov 17, 1997 to presentfactForm ADV
← LORI ANN FERNICOLAAdvisorregistration: previous registration
Apr 12, 2021 to Jul 6, 2026factForm ADV
← Nicholas Demitri DarzentasAdvisorregistration: previous registration
Jan 7, 2022 to Jul 6, 2026factForm ADV
← Amber Noell DakarAdvisorregistration: previous registration
Feb 24, 2026 to Jun 12, 2026factForm ADV
← Michael Eugene AllendeAdvisorregistration: previous registration
Jul 5, 2022 to Dec 6, 2024factForm ADV
← Cindy PollackAdvisorregistration: previous registration
May 12, 2023 to Feb 2, 2024factForm ADV
← William Michael LofleyAdvisorregistration: previous registration
Aug 5, 2021 to Apr 26, 2023factForm ADV
← JEFFREY CHARLES ROBERTOAdvisorregistration: previous registration
Jan 31, 2022 to Sep 21, 2022factForm ADV
← Ariel Emanuel MoyanoAdvisorregistration: previous registration
Mar 16, 2021 to Sep 12, 2022factForm ADV
← Dalton James PrestonAdvisorregistration: previous registration
Dec 23, 2019 to Jan 21, 2022factForm ADV
← STEPHAN WILLIAM ZEHNERAdvisorregistration: previous registration
Dec 2, 2016 to Dec 31, 2020factForm ADV
← JOSHUA STEPHEN DAVISAdvisorregistration: previous registration
Jan 29, 2013 to Feb 2, 2017factForm ADV

Moved with (1)

→ FORTIS CAPITAL ADVISORS, LLCRegistered adviser2 advisors, team lift out, same day
Jul 6, 2026 to Jul 13, 2026factForm ADV

Controls (1)

← WORLEY, CHRISTINA, LOwnerMANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 29, 2012 to Mar 25, 2024factForm ADV

Owns (2)

← SELLARI, GARY, B.OwnerSECRETARY & TREASURER, ownership code A, individual
Mar 29, 2012 to Mar 25, 2024factForm ADV
← GANNON, MELISSA, ANNOwnerFINANCIAL PLANNER, ownership code NA, individual
Aug 20, 2021 to Mar 25, 2024factForm ADV

Dated events

Occurred
Jul 6, 2026
Team lift-out
2 advisors left Castle Wealth Management (Boynton Beach, FL) for Fortis Capital Advisors, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Jul 6, 2026
Advisor changed firm
Lori Ann Fernicola left Castle Wealth Management for Fortis Capital Advisors, Llc (registered 2026-07-10)
Form ADVobserved 4 days ago
Occurred
Jul 6, 2026
Advisor changed firm
Nicholas Demitri Darzentas left Castle Wealth Management for Fortis Capital Advisors, Llc (registered 2026-07-13)
Form ADVobserved 4 days ago
Occurred
Jun 12, 2026
Advisor changed firm
Amber Noell Dakar left Castle Wealth Management for J.P. Morgan Securities Llc (registered 2026-06-30)
Form ADVobserved 4 days ago
Occurred
Dec 6, 2024
Advisor changed firm
Michael Eugene Allende left Castle Wealth Management for Bridge Generations Wealth Management (registered 2025-02-23)
Form ADVobserved 4 days ago
Occurred
Feb 2, 2024
Advisor changed firm
Cindy Pollack left Castle Wealth Management for Aureum Wealth Management, Llc (registered 2024-03-07)
Form ADVobserved 4 days ago
Occurred
Apr 26, 2023
Advisor changed firm
William Michael Lofley left Castle Wealth Management for Hbks Wealth Advisors (registered 2023-05-31)
Form ADVobserved 4 days ago
Occurred
Sep 21, 2022
Advisor changed firm
Jeffrey Charles Roberto left Castle Wealth Management for Trajan Wealth, L.L.C. (registered 2022-10-04)
Form ADVobserved 4 days ago
Occurred
Sep 12, 2022
Advisor changed firm
Ariel Emanuel Moyano left Castle Wealth Management for Singer Wealth Advisors Llc (registered 2022-09-21)
Form ADVobserved 4 days ago
Occurred
Jan 21, 2022
Advisor changed firm
Dalton James Preston left Castle Wealth Management for Eagle Strategies Llc (registered 2023-12-15)
Form ADVobserved 4 days ago
Occurred
Mar 29, 2018
Regulatory AUM changed
Castle Wealth Management reported RAUM $300.7M, up 52% from $197.8M (2017-09-29 to 2018-03-29)
Form ADVobserved 4 days ago
$103M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f9b4ab68-8410-cd7d-470d-19138bfce213
First observed: Mar 29, 2012
Last observed: Jul 15, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CASTLE WEALTH MANAGEMENT

CASTLE WEALTH MANAGEMENT LLC, CRD 118364

BOYNTON BEACH, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f9b4ab68-8410-cd7d-470d-19138bfce213

Data as of Jul 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:19 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CHRISTINA L WORLEY

Certified Financial Planner|Personal Financial Specialist|Chartered Financial Analyst

BOYNTON BEACH, FL

n/a

Scott David Worley

n/a

BOYNTON BEACH, FL

n/a

MELISSA ANN GANNON

Certified Financial Planner

BOYNTON BEACH, FL

Matthew Charles Kazmierz Kaszel

Chartered Financial Analyst

BOYNTON BEACH, FL

n/a

MEGAN BROOKE KIZIAH

n/a

BOYNTON BEACH, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

WORLEY, CHRISTINA, L

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

10/1997

Mar 29, 2012

Mar 25, 2024

GANNON, MELISSA, ANN

FINANCIAL PLANNER

01/2016

Aug 20, 2021

Mar 25, 2024

SELLARI, GARY, B.

SECRETARY & TREASURER

10/1997

Mar 29, 2012

Mar 25, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

DIVINE BLALOCK MARTIN AND SELLARI, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Jamestown

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$430M

$425M

n/a

2024

Mar 31, 2025

$372M

$369M

n/a

2023

Mar 25, 2024

$350M

$330M

n/a

2022

Mar 31, 2023

$354M

$335M

n/a

2021

Mar 24, 2022

$424M

$407M

n/a

2020

Mar 23, 2021

$392M

$381M

n/a

2019

Mar 27, 2020

$355M

$310M

n/a

2018

Feb 21, 2019

$308M

$274M

n/a

2017

Mar 29, 2018

$301M

$271M

n/a

2016

Feb 1, 2017

$198M

$194M

n/a

2015

Mar 31, 2016

$174M

$165M

n/a

2014

Mar 16, 2015

$173M

$168M

n/a

2013

Mar 21, 2014

$156M

$152M

n/a

2012

Mar 25, 2013

$142M

$139M

n/a

2011

Mar 29, 2012

$142M

$139M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

-1

60.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$430M

$372M

15.6%

$354M

6.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

FORTIS CAPITAL ADVISORS, LLC

Jul 6, 2026

Jul 13, 2026

BOYNTON BEACH, FL

Team lift out

RIA to RIA

40.0%