Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001936420-25-000003
Filing Date
2025-04-28
Accepted
2025-04-28 17:13:53
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-04-28

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2069
2 cwm1q25.html INFORMATION TABLE  
2 cwm1q25.xml INFORMATION TABLE 67246
  Complete submission text file 0001936420-25-000003.txt   70546
Mailing Address 1880 N CONGRESS AVE SUITE 302 BOYNTON BEACH FL 33426
Business Address 1880 N CONGRESS AVE SUITE 302 BOYNTON BEACH FL 33426 561-686-9604
CASTLE WEALTH MANAGEMENT LLC (Filer) CIK: 0001936420 (see all company filings)

EIN.: 650786404 | State of Incorp.: FL | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-22582 | Film No.: 25881539