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CASTLE COAST WEALTH, LLC
CRD 298439 · SEC 801-117737
4225 EXECUTIVE SQUARE, SUITE 1030, LA JOLLA, CA, 92037, United States
Phone
(858) 546-1247
Fax
(858) 546-0792
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$423.7M
Discretionary AUM
$423.7M
Team
6 total employees; 4 advisory reps; 9 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 152 | $29.7M |
| High net worth individuals | 136 | $341.4M |
| Pension/profit sharing plans | 11 | $17.8M |
| Charitable organizations | 5 | $33.7M |
| Corporations/business entities | 2 | $1.2M |
States served
AZ, CA, NE, NV, NC, OR, TX
All web addresses on file
Official SEC filing: View on IAPD