Active
CASTLE ROCK WEALTH MANAGEMENT, LLC
Investment Advice|WALNUT CREEK, CA
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Assets Under Management
$521.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 521.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 199513 |
| SEC Number | 801-110593 |
| Street Address | 1777 BOTELHO DR. |
| Street Address 2 | SUITE 105 |
| Location | WALNUT CREEK, CA 94596 |
| Country | United States |
| Phone | 925-478-8800 |
| Fax | 925-478-8805 |
| Total Employees | 8 |
| Business Types | registered_representative, insurance_broker |
Client Count by Type (1,900 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 1,778 |
| High Net Worth Individual… | 104 |
| Pension/Profit Sharing Pl… | 13 |
| Corporations/Businesses | 5 |
Community Partners
CITY OF ANTIOCH
CITY OF BRENTWOOD
CITY OF CLAYTON
CITY OF CONCORD
CITY OF EL CERRITO
CITY OF HERCULES
CITY OF LAFAYETTE
CITY OF MARTINEZ
CITY OF NAPA
CITY OF OAKLEY
CITY OF ORINDA
CITY OF PINOLE
CITY OF PITTSBURG
CITY OF PLEASANT HILL
CITY OF RICHMOND
CITY OF SAN PABLO
CITY OF WALNUT CREEK
COUNTY OF CONTRA COSTA
TOWN OF MORAGA
CITY OF ANTIOCH
CITY OF BRENTWOOD
CITY OF CLAYTON
CITY OF CONCORD
CITY OF EL CERRITO
CITY OF HERCULES
CITY OF LAFAYETTE
CITY OF MARTINEZ
CITY OF NAPA
CITY OF OAKLEY
CITY OF ORINDA
CITY OF PINOLE
CITY OF PITTSBURG
CITY OF PLEASANT HILL
CITY OF RICHMOND
CITY OF SAN PABLO
CITY OF WALNUT CREEK
COUNTY OF CONTRA COSTA
TOWN OF MORAGA
CITY OF ANTIOCH
CITY OF BRENTWOOD
CITY OF CLAYTON
CITY OF CONCORD
CITY OF EL CERRITO
CITY OF HERCULES
CITY OF LAFAYETTE
CITY OF MARTINEZ
CITY OF NAPA
CITY OF OAKLEY
CITY OF ORINDA
CITY OF PINOLE
CITY OF PITTSBURG
CITY OF PLEASANT HILL
CITY OF RICHMOND
CITY OF SAN PABLO
CITY OF WALNUT CREEK
COUNTY OF CONTRA COSTA
TOWN OF MORAGA
Municipal Government
19 Active
19
Organizations
ALAMO LAFAYETTE CEMETERY DIST
AMBROSE RECREATION AND PARK DISTRICT
BETHEL ISLAND MUNICIPAL IMPROVEMENT DISTRICT
BYRON BRENTWOOD KNIGHTSEN UNION CEMETERY DIST
BYRON SANITARY DISTRICT
California Statewide Communities Development Authority CFD No 2000-1
California Statewide Communities Development Authority CFD No 2007-01
California Statewide Communities Development Authority CFD No 2016-02
California Statewide Communities Development Authority CFD No 2020-01
California Statewide Communities Development Authority CFD No 2021-03
California Statewide Communities Development Authority CFD No 2022-10
California Statewide Communities Development Authority CFD No 2023-08
California Statewide Communities Development Authority CFD No 2024-10
California Statewide Communities Development Authority CFD No 2024-17
California Statewide Communities Development Authority CFD No 2024-19
California Statewide Communities Development Authority CFD No 2024-20
California Statewide Communities Development Authority CFD No 2025-01
California Statewide Communities Development Authority CFD No 2025-02
California Statewide Communities Development Authority CFD No 2025-03
California Statewide Communities Development Authority CFD No 2025-05
ALAMO LAFAYETTE CEMETERY DIST
AMBROSE RECREATION AND PARK DISTRICT
BETHEL ISLAND MUNICIPAL IMPROVEMENT DISTRICT
BYRON BRENTWOOD KNIGHTSEN UNION CEMETERY DIST
BYRON SANITARY DISTRICT
California Statewide Communities Development Authority CFD No 2000-1
California Statewide Communities Development Authority CFD No 2007-01
California Statewide Communities Development Authority CFD No 2016-02
California Statewide Communities Development Authority CFD No 2020-01
California Statewide Communities Development Authority CFD No 2021-03
California Statewide Communities Development Authority CFD No 2022-10
California Statewide Communities Development Authority CFD No 2023-08
California Statewide Communities Development Authority CFD No 2024-10
California Statewide Communities Development Authority CFD No 2024-17
California Statewide Communities Development Authority CFD No 2024-19
California Statewide Communities Development Authority CFD No 2024-20
California Statewide Communities Development Authority CFD No 2025-01
California Statewide Communities Development Authority CFD No 2025-02
California Statewide Communities Development Authority CFD No 2025-03
California Statewide Communities Development Authority CFD No 2025-05
ALAMO LAFAYETTE CEMETERY DIST
AMBROSE RECREATION AND PARK DISTRICT
BETHEL ISLAND MUNICIPAL IMPROVEMENT DISTRICT
BYRON BRENTWOOD KNIGHTSEN UNION CEMETERY DIST
BYRON SANITARY DISTRICT
California Statewide Communities Development Authority CFD No 2000-1
California Statewide Communities Development Authority CFD No 2007-01
California Statewide Communities Development Authority CFD No 2016-02
California Statewide Communities Development Authority CFD No 2020-01
California Statewide Communities Development Authority CFD No 2021-03
California Statewide Communities Development Authority CFD No 2022-10
California Statewide Communities Development Authority CFD No 2023-08
California Statewide Communities Development Authority CFD No 2024-10
California Statewide Communities Development Authority CFD No 2024-17
California Statewide Communities Development Authority CFD No 2024-19
California Statewide Communities Development Authority CFD No 2024-20
California Statewide Communities Development Authority CFD No 2025-01
California Statewide Communities Development Authority CFD No 2025-02
California Statewide Communities Development Authority CFD No 2025-03
California Statewide Communities Development Authority CFD No 2025-05
Special District
95 Active
95
Organizations
ACALANES UNION HIGH SCHOOL DIST
ANTIOCH UNIFIED SCH DIST
BRENTWOOD SCHOOL DISTRICT
BYRON UNION ELEM SCH DIST
CANYON ELEM SCH DIST
CONTRA COSTA COMMUNITY COLLEGE DISTRICT
CONTRA COSTA CO SPL SCHS OPER BY CO SUPT
JOHN SWETT UNIFIED SCH DIST
KNIGHTSEN ELEM SCH DIST
LAFAYETTE ELEM SCH DIST
LIBERTY UNION HIGH SCHOOL DIST
MARTINEZ UNIFIED SCHOOL DISTRICT
MAYACAMAS CHARTER MIDDLE SCHOOL
MORAGA SCHOOL DISTRICT
MT. DIABLO UNIFIED SCHOOL DISTRICT
NAPA VALLEY COMMUNITY COLLEGE DISTRICT
OAKLEY UNION ELEMENTARY SCHOOL DISTRICT
ORINDA UNION ELEMENTARY SCHOOL DISTRICT
SAN JOAQUIN COUNTY OFFICE OF EDUCATION
SAN JOAQUIN DELTA COMMUNITY COLLEGE DISTRICT
ACALANES UNION HIGH SCHOOL DIST
ANTIOCH UNIFIED SCH DIST
BRENTWOOD SCHOOL DISTRICT
BYRON UNION ELEM SCH DIST
CANYON ELEM SCH DIST
CONTRA COSTA COMMUNITY COLLEGE DISTRICT
CONTRA COSTA CO SPL SCHS OPER BY CO SUPT
JOHN SWETT UNIFIED SCH DIST
KNIGHTSEN ELEM SCH DIST
LAFAYETTE ELEM SCH DIST
LIBERTY UNION HIGH SCHOOL DIST
MARTINEZ UNIFIED SCHOOL DISTRICT
MAYACAMAS CHARTER MIDDLE SCHOOL
MORAGA SCHOOL DISTRICT
MT. DIABLO UNIFIED SCHOOL DISTRICT
NAPA VALLEY COMMUNITY COLLEGE DISTRICT
OAKLEY UNION ELEMENTARY SCHOOL DISTRICT
ORINDA UNION ELEMENTARY SCHOOL DISTRICT
SAN JOAQUIN COUNTY OFFICE OF EDUCATION
SAN JOAQUIN DELTA COMMUNITY COLLEGE DISTRICT
ACALANES UNION HIGH SCHOOL DIST
ANTIOCH UNIFIED SCH DIST
BRENTWOOD SCHOOL DISTRICT
BYRON UNION ELEM SCH DIST
CANYON ELEM SCH DIST
CONTRA COSTA COMMUNITY COLLEGE DISTRICT
CONTRA COSTA CO SPL SCHS OPER BY CO SUPT
JOHN SWETT UNIFIED SCH DIST
KNIGHTSEN ELEM SCH DIST
LAFAYETTE ELEM SCH DIST
LIBERTY UNION HIGH SCHOOL DIST
MARTINEZ UNIFIED SCHOOL DISTRICT
MAYACAMAS CHARTER MIDDLE SCHOOL
MORAGA SCHOOL DISTRICT
MT. DIABLO UNIFIED SCHOOL DISTRICT
NAPA VALLEY COMMUNITY COLLEGE DISTRICT
OAKLEY UNION ELEMENTARY SCHOOL DISTRICT
ORINDA UNION ELEMENTARY SCHOOL DISTRICT
SAN JOAQUIN COUNTY OFFICE OF EDUCATION
SAN JOAQUIN DELTA COMMUNITY COLLEGE DISTRICT
School District
21 Active
21
Organizations
10000 LUNCHES
100 PROFESSIONAL MEN OF THE CENTRAL VALLEY
1157 PINOLE HERCULES CA
122 CENTRAL MARIN BRANCH
180 COUNSELING CENTER INC
184 FLYING CLUB INC
1984 Grupe Fair Fund
1C13 PRODUCTION INC
1LIFE2CONNECT
1ST NORTHERN CALIFORNIA CREDIT UNION
1 UNITED GRAND LODGE AND CHAPTER
209 DIAMOND SPORTS INC
21ST CENTURY LTD
224 COMMITTEE INC
2COACHU
2G SF
2MIPeople Inc
303 RE-PURPOSE INCORPORATED
360 CHURCH
3716 GLENBROOK ELEMENTARY PTA
10000 LUNCHES
100 PROFESSIONAL MEN OF THE CENTRAL VALLEY
1157 PINOLE HERCULES CA
122 CENTRAL MARIN BRANCH
180 COUNSELING CENTER INC
184 FLYING CLUB INC
1984 Grupe Fair Fund
1C13 PRODUCTION INC
1LIFE2CONNECT
1ST NORTHERN CALIFORNIA CREDIT UNION
1 UNITED GRAND LODGE AND CHAPTER
209 DIAMOND SPORTS INC
21ST CENTURY LTD
224 COMMITTEE INC
2COACHU
2G SF
2MIPeople Inc
303 RE-PURPOSE INCORPORATED
360 CHURCH
3716 GLENBROOK ELEMENTARY PTA
10000 LUNCHES
100 PROFESSIONAL MEN OF THE CENTRAL VALLEY
1157 PINOLE HERCULES CA
122 CENTRAL MARIN BRANCH
180 COUNSELING CENTER INC
184 FLYING CLUB INC
1984 Grupe Fair Fund
1C13 PRODUCTION INC
1LIFE2CONNECT
1ST NORTHERN CALIFORNIA CREDIT UNION
1 UNITED GRAND LODGE AND CHAPTER
209 DIAMOND SPORTS INC
21ST CENTURY LTD
224 COMMITTEE INC
2COACHU
2G SF
2MIPeople Inc
303 RE-PURPOSE INCORPORATED
360 CHURCH
3716 GLENBROOK ELEMENTARY PTA
Nonprofit Organization
6858 Active
6858
Organizations
Community Partners140 organizations
BETHEL ISLAND MUNICIPAL IMPROVEMENT DISTRICT
Special District·BETHEL ISLAND
BYRON BRENTWOOD KNIGHTSEN UNION CEMETERY DIST
Special District·BRENTWOOD
BYRON SANITARY DISTRICT
Special District·BYRON
CASTLE ROCK COUNTY WATER DISTRICT
Special District·WALNUT CREEK
CENTRAL CONTRA COSTA SANITARY DISTRICT
Special District·MARTINEZ
CHILD ABUSE PREVENTION COUNCIL
Special District·CONCORD
Contra Costa County CFD No 1991-1
Special District
Contra Costa County CFD No 1992-1
Special District
Contra Costa County CFD No 2001-1
Special District
CONTRA COSTA COUNTY FIRE PROTECTION DISTRICT
Special District·CONCORD
CONTRA COSTA COUNTY JOINT POWERS AUTHORITY FOR SELF-INSURANCE
Special District·MARTINEZ
CONTRA COSTA COUNTY SCHOOLS SELF INSURANCE GROUP
Special District·NAPA
CONTRA COSTA SOLANO COS SCHOOL DISTRICT SELF INS AUTH
Special District·TORRANCE
CONTRA COSTA TRANSPORTATION AUTHORITY
Special District·WALNUT CREEK
CONTRA COSTA WATER DISTRICT
Special District·CONCORD
CROCKETT CARQUINEZ FIRE DEPARTMENT
Special District·CROCKETT
DELTA FARMS RECLAMATION DISTRICT 2024
Special District·STOCKTON
DELTA FERRY AUTHORITY
Special District·MARTINEZ
DIABLO COMMUNITY SERVICES DIST
Special District·DIABLO
DIABLO WATER DISTRICT
Special District·OAKLEY
EAST CONTRA COSTA COUNTY HABITAT CONSERVANCY
Special District·MARTINEZ
EAST CONTRA COSTA IRRIGATION DIST
Special District·BRENTWOOD
EAST CONTRA COSTA REGIONAL FEE AND FINANCING AUTHORITY
Special District·MARTINEZ
EAST COUNTY TRANSPORTATION IMPROVEMENT AUTHORITY
Special District·MARTINEZ
EASTERN CONTRA COSTA TRANSIT AUTHORITY
Special District·ANTIOCH
CONTRA COSTA COMMUNITY COLLEGE DISTRICT
School District·PITTSBURG
CONTRA COSTA CO SPL SCHS OPER BY CO SUPT
School District·PLEASANT HILL
MAYACAMAS CHARTER MIDDLE SCHOOL
School District·NAPA
10000 LUNCHES
Nonprofit Organization·Moraga
100 PROFESSIONAL MEN OF THE CENTRAL VALLEY
Nonprofit Organization·stockton
1157 PINOLE HERCULES CA
Nonprofit Organization·Pinole
122 CENTRAL MARIN BRANCH
Nonprofit Organization·Orinda
180 COUNSELING CENTER INC
Nonprofit Organization·walnut creek
184 FLYING CLUB INC
Nonprofit Organization·Concord
1984 Grupe Fair Fund
Nonprofit Organization·Stockton
1C13 PRODUCTION INC
Nonprofit Organization·ANTIOCH
1LIFE2CONNECT
Nonprofit Organization·LAFAYETTE
1ST NORTHERN CALIFORNIA CREDIT UNION
Nonprofit Organization·MARTINEZ
1 UNITED GRAND LODGE AND CHAPTER
Nonprofit Organization·ANTIOCH
209 DIAMOND SPORTS INC
Nonprofit Organization·STOCKTON
21ST CENTURY LTD
Nonprofit Organization·Martinez
224 COMMITTEE INC
Nonprofit Organization·Lafayette
2COACHU
Nonprofit Organization·El Cerrito
2G SF
Nonprofit Organization·WALNUT CREEK
2MIPeople Inc
Nonprofit Organization·CONCORD
303 RE-PURPOSE INCORPORATED
Nonprofit Organization·Orinda
360 CHURCH
Nonprofit Organization·STOCKTON
3716 GLENBROOK ELEMENTARY PTA
Nonprofit Organization·Oakley
3 ANGELS CHILDREN & FAMILY SERVICES INC
Nonprofit Organization·NAPA
3 SQUARE MEALS
Nonprofit Organization·Antioch
40S PLUS SINGLES
Nonprofit Organization·Antioch
4 BESTLIFE
Nonprofit Organization·STOCKTON
4EVER ME FOUNDATION
Nonprofit Organization·Antioch
4-H CLUBS & AFFILIATED 4 H ORGANIZATION
Nonprofit Organization·Stockton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Napa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Napa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Stockton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Stockton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Napa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Napa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Napa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Stockton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Pleasant HIll
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Napa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Stockton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Napa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Napa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Napa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Napa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Napa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Stockton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Stockton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Stockton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Stockton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Napa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Stockton
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Napa
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Stockton