AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
MW

Marc Wulf

CASTLE WEALTH GROUP
MOORESVILLE, NC 28117
Some features on this profile are disabled
CRD#: 5525728
MW
Marc WulfCASTLE WEALTH GROUP

Professional summary

Marc Wulf, who also goes by Marc Wulf, Marc Andrew Wulf, is a registered financial advisor currently at CASTLE WEALTH GROUP located in Mooresville, North Carolina.

Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Marc has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Marc Wulf | Marc Andrew Wulf

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marc Wulf's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 22, 2026 - Present

CASTLE WEALTH GROUP

Office #1: 131 Plantation Ridge Dr. St. 110, Mooresville, NC 28117
RIA
CRD#: 342075
MOORESVILLE, NC
Past

June 5, 2025 - July 6, 2026

CENTAURUS FINANCIAL, INC.

RIA
CRD#: 30833
Mooreville, NC
Past

June 5, 2025 - July 6, 2026

CENTAURUS FINANCIAL, INC.

BD
CRD#: 30833
Mooreville, NC
Past

January 31, 2018 - January 31, 2025

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA
CRD#: 20472
CHARLOTTE, NC
Past

January 31, 2018 - January 31, 2025

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BD
CRD#: 20472
CHARLOTTE, NC
Past

July 6, 2017 - January 29, 2018

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
CHARLOTTE, NC
Past

June 8, 2017 - January 29, 2018

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
CHARLOTTE, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
North Carolina
(6/22/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/6/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/8/2017
General Securities Representative Examination

Current Firm

CW
CASTLE WEALTH GROUP
CASTLE SECURITIES, LLC | CASTLE WEALTH GROUP

CRD#: 342075 / SEC#: 801-136529

RIA
Registered Investment Advisory firm - (6/18/2026 120-Day Approval)
Loading...

Contact information

Main Address
131 Plantation Ridge Dr. St. 110, Mooresville, NC 28117
Mailing Address
Phone number
(704) 594-8000
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (5/19/2026)
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CASTLE WEALTH GROUP

CRD#: 342075Mooresville, NC 28117

TRUST BUT VERIFY

Monitor Marc Wulf

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

JW
Jessica WilliamsAdvisorCheck Check Mark
VANGUARD ADVISERS, INC.
IAR
RR
CHARLOTTE, NC
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.