Castle Coast Wealth, LLC
Castle Coast Wealth, LLC is an SEC-registered wealth manager in La Jolla, CA with $423.7M assets under management (AUM, regulatory AUM), +3% over one year. See who owns Castle Coast Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 298439, SEC 801-117737, data through 2026-04-24.
- AUM (assets under management / regulatory AUM)
- $423.7M (2026-04-24)
- Firm type
- Wealth Manager
- Location
- La Jolla, CA
- Employees
- 6
- Clients
- 306
- CRD
- 298439
- Ownership
- MITCHELL, TINA, LOUISE; GILLESPIE, CHARLES, OTTO; STEARNS, TYLER, J; MITCHELL, CHRISTINA, MICHELLE; Keister, Kent, Dillon
How much AUM does Castle Coast Wealth, LLC have?
Castle Coast Wealth, LLC reported $423.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-24).
Who owns Castle Coast Wealth, LLC?
Disclosed owners and executives of Castle Coast Wealth, LLC include MITCHELL, TINA, LOUISE, GILLESPIE, CHARLES, OTTO, STEARNS, TYLER, J, MITCHELL, CHRISTINA, MICHELLE, Keister, Kent, Dillon. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.