# Castle Wealth Group Investments LLC

> Castle Wealth Group Investments LLC is a state-registered investment advisory firm in Brighton, MI, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 30, 2026.

- CRD: 318990
- Filed as: CASTLE WEALTH GROUP INVESTMENTS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Brighton, MI
- Filing period: October 2026
- Form ADV filing dated: January 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/318990
- AdvisorCensus page: https://advisorcensus.com/firm/castle-wealth-group-investments-llc-brighton-mi-318990

## Quick answers

**How is Castle Wealth Group Investments LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Castle Wealth Group Investments LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Castle Wealth Group Investments LLC located?**
Castle Wealth Group Investments LLC's principal office is in Brighton, MI, according to its Form ADV.

**Is Castle Wealth Group Investments LLC registered with the SEC or a state?**
Castle Wealth Group Investments LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 318990.

**How much does Castle Wealth Group Investments LLC manage?**
Castle Wealth Group Investments LLC reports $62,101,360 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (100% discretionary).

**What types of clients does Castle Wealth Group Investments LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (86); high net worth individuals (10).

**Does Castle Wealth Group Investments LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/318990

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $62,101,360
- Discretionary: $62,101,360
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 86 | $48,794,427 |
| High net worth individuals | 10 | $13,306,933 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [castlewealthgroup.com](https://castlewealthgroup.com)
- Facebook @CastleWealthGroupLegal
- LinkedIn @christopherjberry
- X @chrisberryesq

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Castle Wealth Group Investments LLC (CRD 318990): Form ADV filing data as of October 2026.