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  5. CASTLE WEALTH MANAGEMENT, LLC

CASTLE WEALTH MANAGEMENT, LLC

Company Details

Entity Name: CASTLE WEALTH MANAGEMENT, LLC
Jurisdiction: FLORIDA
Filing Type: Florida Limited Liability Co.
Status: Active
Date Filed: 09 Oct 1997 (27 years ago)
Document Number: L97000001121
FEI/EIN Number 650786404
Address: 201 Arkona Court, West Palm Beach, FL, 33401, US
Mail Address: 201 Arkona Court, West Palm Beach, FL, 33401, US
ZIP code: 33401
County: Palm Beach
Place of Formation: FLORIDA

Central Index Key

CIK number Mailing Address Business Address Phone
1936420 201 ARKONA CT, WEST PALM BEACH, FL, 33401 201 ARKONA CT, WEST PALM BEACH, FL, 33401 561-686-9604

Filings since 2024-10-31
Form type 13F-HR
File number 028-22582
Filing date 2024-10-31
Reporting date 2024-09-30
File View File

Filings since 2024-08-09
Form type N-PX
File number 028-22582
Filing date 2024-08-09
Reporting date 2024-06-30
File View File

Filings since 2024-07-22
Form type 13F-HR
File number 028-22582
Filing date 2024-07-22
Reporting date 2024-06-30
File View File

Filings since 2024-04-29
Form type 13F-HR
File number 028-22582
Filing date 2024-04-29
Reporting date 2024-03-31
File View File

Filings since 2024-01-31
Form type 13F-HR
File number 028-22582
Filing date 2024-01-31
Reporting date 2023-12-31
File View File

Filings since 2023-11-06
Form type 13F-HR
File number 028-22582
Filing date 2023-11-06
Reporting date 2023-09-30
File View File

Filings since 2023-07-17
Form type 13F-HR
File number 028-22582
Filing date 2023-07-17
Reporting date 2023-06-30
File View File

Filings since 2023-05-04
Form type 13F-HR
File number 028-22582
Filing date 2023-05-04
Reporting date 2023-03-31
File View File

Filings since 2023-02-09
Form type 13F-HR
File number 028-22582
Filing date 2023-02-09
Reporting date 2022-12-31
File View File

Filings since 2022-11-07
Form type 13F-HR
File number 028-22582
Filing date 2022-11-07
Reporting date 2022-09-30
File View File

Filings since 2022-08-01
Form type 13F-HR
File number 028-22582
Filing date 2022-08-01
Reporting date 2022-06-30
File View File

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
CASTLE WEALTH MANAGEMENT 401(K) PLAN 2023 650786404 2024-07-22 CASTLE WEALTH MANAGEMENT, LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-04-05
Business code 541990
Sponsor’s telephone number 5616869604
Plan sponsor’s address 201 ARKONA CT, WEST PALM BEACH, FL, 33401
CASTLE WEALTH MANAGEMENT 401(K) PLAN 2022 650786404 2023-07-17 CASTLE WEALTH MANAGEMENT, LLC 14
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-04-05
Business code 541990
Sponsor’s telephone number 5616869604
Plan sponsor’s address 201 ARKONA CT, WEST PALM BEACH, FL, 33401
CASTLE WEALTH MANAGEMENT 401(K) PLAN 2021 650786404 2022-06-15 CASTLE WEALTH MANAGEMENT, LLC 16
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-04-05
Business code 541990
Sponsor’s telephone number 5616869604
Plan sponsor’s address 201 ARKONA CT, WEST PALM BEACH, FL, 33401
CASTLE WEALTH MANAGEMENT DEFINED BENEFIT PLAN 2020 650786404 2021-01-12 CASTLE WEALTH MANAGEMENT, LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-04-05
Business code 541990
Sponsor’s telephone number 5616869604
Plan sponsor’s address 201 ARKONA CT, WEST PALM BEACH, FL, 33401
CASTLE WEALTH MANAGEMENT 401(K) PLAN 2020 650786404 2021-04-16 CASTLE WEALTH MANAGEMENT, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-04-05
Business code 541990
Sponsor’s telephone number 5616869604
Plan sponsor’s address 201 ARKONA CT, WEST PALM BEACH, FL, 33401
CASTLE WEALTH MANAGEMENT DEFINED BENEFIT PLAN 2019 650786404 2020-07-20 CASTLE WEALTH MANAGEMENT, LLC 6
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-04-05
Business code 541990
Sponsor’s telephone number 5616869604
Plan sponsor’s address 201 ARKONA CT, WEST PALM BEACH, FL, 33401
CASTLE WEALTH MANAGEMENT 401(K) PLAN 2019 650786404 2020-03-03 CASTLE WEALTH MANAGEMENT, LLC 12
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-04-05
Business code 541990
Sponsor’s telephone number 5616869604
Plan sponsor’s address 201 ARKONA CT, WEST PALM BEACH, FL, 33401
CASTLE WEALTH MANAGEMENT DEFINED BENEFIT PLAN 2018 650786404 2019-05-07 CASTLE WEALTH MANAGEMENT, LLC 7
File View Page
Three-digit plan number (PN) 002
Effective date of plan 2015-04-05
Business code 541990
Sponsor’s telephone number 5616869604
Plan sponsor’s address 1400 CENTREPARK BLVD STE 900, WEST PALM BEACH, FL, 33401
CASTLE WEALTH MANAGEMENT 401(K) PLAN 2018 650786404 2019-05-07 CASTLE WEALTH MANAGEMENT, LLC 10
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2015-04-05
Business code 541990
Sponsor’s telephone number 5616869604
Plan sponsor’s address 1400 CENTREPARK BLVD, SUITE 900, WEST PALM BEACH, FL, 33401

Agent

Name Role Address
WORLEY CHRISTINA L Agent 201 Arkona Court, West Palm Beach, FL, 33401

Managing Member

Name Role Address
WORLEY CHRISTINA L Managing Member 201 Arkona Court, West Palm Beach, FL, 33401

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G25000005481 CASTLE WEALTH MANAGEMENT ACTIVE 2025-01-13 2030-12-31 No data 1880 N CONGRESS AVE, SUITE 302, BOYNTON BEACH, FL, 33426

Events

Event Type Filed Date Value Description
LC STMNT OF RA/RO CHG 2020-02-24 No data No data
LC NAME CHANGE 2018-12-10 CASTLE WEALTH MANAGEMENT, LLC No data

Related by officers

WORLEY CHRISTINA L

SECONDARY MARKET, INC.

Related by address

201 Arkona Court, West Palm Beach, FL, 33401, US

ELISE M. BESTHOFF CHARITABLE FOUNDATION, INC.

201 Arkona Court, West Palm Beach, FL, 33401, US

ELISE M. BESTHOFF CHARITABLE FOUNDATION, INC.

Date of last update: 01 Jan 2025

Sources: Florida Department of State

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