Family Office

Castle Wealth Planning (CWP)

Castle Wealth Planning, founded by Nathan Cultice in 2006, is based in Santa Barbara, California, US, and serves both private individuals and institutional clients.As of December 31, 2024, the firm reported $186.1m in discretionary and $29.4m in non-discretionary RAuM.

Headquarters
Santa Barbara, California

Decision-makers

Nate Cultice
Founder, President & Chief Compliance Officer
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