Phillip Chad Castle
Investment adviser representative at Winnacle Wealth, LLC
18 yearsExperience
1 stateRegistered in
$145MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Simplicity Group Inc.Jun 2022 to now
- Winnacle Wealth, LLCJan 2022 to now
- Winnow Wealth, LLCJan 2022 to now
- Brookstone Wealth Advisors, LLCSep 2019 to now
- Nurture Wealth Insurance Agency LLC dba Nurture WealthJan 2011 to now
- The Momentous GroupJan 2020 to Jun 2022
- The Prepare InstituteOct 2018 to Dec 2021
- Regal Investment Advisors, LLCApr 2017 to Sep 2019
- Wealth Watch Advisors LLCMay 2016 to Mar 2017
- Nurture Wealth Advisors LLC dba Nurture Wealth Tax ProsJan 2014 to Dec 2021
- Chad Castle Inc dba Castle Investor CoachingMay 2008 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (TX).
Winnacle Wealth, LLC
$145MAssets managed
385Clients
6Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2619152
- Firm CRD
- 317181