Overview
Assets Under Management: $412 million
Headquarters: LA JOLLA, CA
High-Net-Worth Clients: 131
Average Client Assets: $2 million
Frequently Asked Questions
CASTLE COAST WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #298439), CASTLE COAST WEALTH, LLC is subject to fiduciary duty under federal law.
CASTLE COAST WEALTH, LLC is headquartered in LA JOLLA, CA.
CASTLE COAST WEALTH, LLC serves 131 high-net-worth clients according to their SEC filing dated November 20, 2025. View client details ↓
According to their SEC Form ADV, CASTLE COAST WEALTH, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
CASTLE COAST WEALTH, LLC manages $412 million in client assets according to their SEC filing dated November 20, 2025.
According to their SEC Form ADV, CASTLE COAST WEALTH, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 131
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.96
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,055
Discretionary Accounts: 1,055
Regulatory Filings
CRD Number: 298439
Filing ID: 2026256
Last Filing Date: 2025-11-20 15:50:11
Website: 2