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Castle Wealth Group, LLCFinancial advisor in Mooresville, NC

Castle Wealth Group, LLC is a financial advisor at 131 Plantation Ridge Dr Ste 110, Mooresville, NC 28117, ranked #3 of 127 financial advisors in Mooresville and rated 5.0 from 31 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Mooresville, NCUpdated 0 paid placements in any rankingHow we rank

Call (704) 594-8000Website ↗

Key facts

Key facts about Castle Wealth Group, LLC
Address131 Plantation Ridge Dr Ste 110, Mooresville, NC 28117Get directions
Phone(704) 594-8000
Websitecastlewealth.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating5.0 from 31 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Mooresville and 11 towns within 25 miles: Davidson, Cornelius, Huntersville, Statesville, Kannapolis, Newton, Concord, Mount Holly, Harrisburg, Lincolnton and Salisbury.

Based in Mooresville, NCView on map

Opening hours

Opening hours for Castle Wealth Group, LLC
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Castle Wealth Group, LLC

How is Castle Wealth Group, LLC ranked in Mooresville?

Castle Wealth Group, LLC is ranked #3 of 127 financial advisors in Mooresville by RFA Score, with 71 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Castle Wealth Group, LLC’s hours?

Castle Wealth Group, LLC is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Castle Wealth Group, LLC serve?

Serves Mooresville and 11 towns within 25 miles: Davidson, Cornelius, Huntersville, Statesville, Kannapolis, Newton, Concord, Mount Holly, Harrisburg, Lincolnton and Salisbury. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Castle Wealth Group, LLC?

Castle Wealth Group, LLC has a rating of 5.0 from 31 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Castle Wealth Group, LLC?

Call Castle Wealth Group, LLC on (704) 594-8000. The business is at 131 Plantation Ridge Dr Ste 110, Mooresville, NC 28117. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Castle Wealth Group, LLC compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Castle Wealth Group, LLC (this business)—715.0 (31)NoNo
Lyon Financial#1764.7 (682)NoNo1.1 mi
The Mortgage Planner with Element Home Loans#2735.0 (126)YesNo5.8 mi
Livingston Financial & Wealth Management#4715.0 (31)NoNo0.7 mi

See all 127 ranked financial advisors in Mooresville