Castle Wealth Advisors - Ownership and Business Overview

Financial ServicesCompany

Castle Wealth Advisors Ownership

Who owns Castle Wealth Advisors?

Castle Wealth Advisors is owned by Creative Planning. It was acquired on April 27, 2021.

Castle Wealth Advisors Business Overview

Where is Castle Wealth Advisors headquartered?

Castle Wealth Advisors is headquartered in Indianapolis, Indiana.

What sector is Castle Wealth Advisors in?

Castle Wealth Advisors is a financial services company.

When was Castle Wealth Advisors founded?

Castle Wealth Advisors was founded in 1973.

Financial Services M&A Summary in 2021

Out of 60 sectors in the Mergr database, financial services ranked 11 in number of deals in 2021. The largest financial services acquisition in 2021 was Afterpay Limited - which was acquired by Block for $27.8B.

Join Mergr to view all 234 acquisitions of financial services companies in 2021, including 24 acquisitions by private equity firms, and 210 by strategics.

Castle Wealth Advisors

Castle Wealth Advisors LLC

9820 Westpoint Drive, Suite 200,
Indianapolis, Indiana 46256
United States,
(888) 849-9559
www.castle3.com

Castle Wealth Advisors combines three companies: Castle Financial Group®, Castle Investment Advisors® (the SEC registered advisory firm) and Castle Valuation Group® to provide comprehensive personal and business financial services. Castle Wealth Advisors was founded in 1973 and is based in Indianapolis, Indiana.


Company Summary

SECTOR

Financial Services

Established

1973

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