Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Ursula Stephanie Auger | F | - |
Castle Wealth Management LLC
 Castle Wealth Management LLC Investment ManagersFinance Castle Wealth Management LLC (CWM) is an independent registered investment advisor and wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by Christina Worley in 1997. CWM provides customized wealth management and financial planning services to high net-worth families, individuals, businesses, trusts, and charitable entities. | 2 years |
| Josh Davis | M | - |
Castle Wealth Management LLC
Castle Wealth Management LLC Investment ManagersFinance Castle Wealth Management LLC (CWM) is an independent registered investment advisor and wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by Christina Worley in 1997. CWM provides customized wealth management and financial planning services to high net-worth families, individuals, businesses, trusts, and charitable entities. | 6 years |
| Kimberly Bodge | F | - |
Castle Wealth Management LLC
Castle Wealth Management LLC Investment ManagersFinance Castle Wealth Management LLC (CWM) is an independent registered investment advisor and wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by Christina Worley in 1997. CWM provides customized wealth management and financial planning services to high net-worth families, individuals, businesses, trusts, and charitable entities. | 2 years |
| Phil Koch | M | - |
Castle Wealth Management LLC
Castle Wealth Management LLC Investment ManagersFinance Castle Wealth Management LLC (CWM) is an independent registered investment advisor and wealth management firm headquartered in West Palm Beach, Florida. The firm was founded by Christina Worley in 1997. CWM provides customized wealth management and financial planning services to high net-worth families, individuals, businesses, trusts, and charitable entities. | 9 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 4 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- John Joseph Manuel
- Personal Network
