Castle Coast Wealth, LLC

Castle Coast Wealth, LLC (CRD# 298439) is a financial advisory firm headquartered in La Jolla, CA. They manage $324,293,260 in 954 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
4225 Executive Square, Suite 1030, La Jolla, CA 92037
https://castlecoastwealthllc.com/
By the Numbers
  • Total Assets Under Management
    324
    MILLION
  • Total Number of Accounts
    954
    ACCOUNTS
  • Average Account Value
    $339,930
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, NC, NE, NV, OR, TX, WA

Financial Advisors at Castle Coast Wealth, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Adam Brown, financial advisor La Jolla CA
Adam T. Brown
CRD#: 5138287
4225 Executive Square, Suite 1030, La Jolla, CA 92037

Adam Brown (CRD# 5138287) is an Investment Advisor Representative working at Castle Coast Wealth, LLC in La Jolla, CA and has over 17 years of experience in the finance industry.

2
Charles Gillespie, financial advisor La Jolla CA
Charles O. Gillespie
CRD#: 4967696
4225 Executive Square, Suite 1030, La Jolla, CA 92037

Charles Gillespie (CRD# 4967696) is an Investment Advisor Representative working at Castle Coast Wealth, LLC in La Jolla, CA and has over 12 years of experience in the finance industry.

3
William Litton, financial advisor Incline Village NV
William L. Litton
CRD#: 1684246
569 Silvertip Dr, Incline Village, NV 89451

William Litton (CRD# 1684246) is an Investment Advisor Representative working at Castle Coast Wealth, LLC in Incline Village, NV and has over 29 years of experience in the finance industry.

4
Tyler Stearns, financial advisor La Jolla CA
Tyler J. Stearns
CRD#: 5992669
4225 Executive Square, Suite 1030, La Jolla, CA 92037

Tyler Stearns (CRD# 5992669) is an Investment Advisor Representative working at Castle Coast Wealth, LLC in La Jolla, CA and has over 8 years of experience in the finance industry.

5
Justin Ruttke, financial advisor La Jolla CA
Justin K. Ruttke
CRD#: 6808618
4225 Executive Square, Suite 1030, La Jolla, CA 92037

Justin Ruttke (CRD# 6808618) is an Investment Advisor Representative working at Castle Coast Wealth, LLC in La Jolla, CA and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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