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Castle Coast Wealth, LLC

● SEC registered since 2019CRD 298439SEC# 801-117737La Jolla, CA
Export (members)
Reg. AUM
$412.3M
Employees
6
Accounts
1,055
Location
La Jolla, CA

Castle Coast Wealth, LLC assets under management

Castle Coast Wealth, LLC is a registered investment adviser overseen by the SEC based in La Jolla, CA. The firm has been registered since 2019. It reports $412.3 million in regulatory assets under management and employs 6 people.
castlecoastwealthllc.comView on SEC.gov ↗

Castle Coast Wealth, LLC owners & executives

3 reported
NameTitleOwnershipSince
Charles Otto Gillespie ControlOwner, Managing Member, PrincipalOver 75%2019
Kent Dillon Keister ControlChief Compliance OfficerUnder 5%2025
Tyler J Stearns ControlPartner And Wealth Manager10-25%2022

Frequently asked questions

How much does Castle Coast Wealth, LLC manage?

Castle Coast Wealth, LLC reports $412.3 million in regulatory assets under management on its Form ADV.

How many employees does Castle Coast Wealth, LLC have?

Castle Coast Wealth, LLC reports 6 employees.

Where is Castle Coast Wealth, LLC located?

Castle Coast Wealth, LLC is based in La Jolla, CA and has been SEC-registered since 2019.

Does Castle Coast Wealth, LLC disclose fund performance?

Castle Coast Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4225 Executive Square, Suite 1030, La Jolla, CA 92037
Phone(858) 546-1247
Fax(858) 546-0792
Office hours9a.m. - 5p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$412.3M
Non-discretionary$0
Total (RAUM)$412.3M