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Charles Otto Gillespie

Owner, Managing Member, PrincipalCastle Coast Wealth, LLCCRD 4967696

About Charles Otto Gillespie

Charles Otto Gillespie is listed as Owner, Managing Member, Principal at Castle Coast Wealth, LLC in La Jolla, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Castle Coast Wealth, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Charles Otto Gillespie work?

Charles Otto Gillespie is listed as Owner, Managing Member, Principal at Castle Coast Wealth, LLC on SEC Form ADV.

How much of Castle Coast Wealth, LLC does Charles Otto Gillespie own?

Form ADV reports a beneficial ownership band of Over 75%.

Castle Coast Wealth, LLC

TitleOwner, Managing Member, Principal
OwnershipOver 75%
Control personYes
Since2019
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