Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001936420-25-000005
Filing Date
2025-07-30
Accepted
2025-07-30 16:04:35
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-07-30

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2067
2 q225cwm13f.html INFORMATION TABLE  
2 q225cwm13f.xml INFORMATION TABLE 71017
  Complete submission text file 0001936420-25-000005.txt   74319
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.: 251166947