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Wealth Manager • Dallas, United States

Castleview Partners

Castleview Partners is a wealth manager based in Dallas, United States, founded in 2015. Verified contact details, AUM data, and investment preferences on FindLPs.

$1.3B
Assets Under Mgmt
2015
Year Founded
Wealth Manager
Investor Type
Dallas, United States
Headquarters
About

Castleview Partners

With a team of independent advisors and senior staff whose experience spans over 100 years, we have offices in Dallas, Chicago and Miami, serving clients throughout the United States, as well as Latin America.

Investment Focus

What Castleview Partners Invests In

Preferred geographies: North America

Location: 8111 Preston Road Suite 500

Contact Castleview Partners

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.