Castle Coast Wealth, LLC
● SEC registered since 2019CRD 298439SEC# 801-117737La Jolla, CA
Reg. AUM
$423.7M
Employees
6
Accounts
963
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 $423.7 million in regulatory assets under management and employs 6 people.
Castle Coast Wealth, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Otto Gillespie Control | Owner, Managing Member, Principal | Over 75% | 2019 |
| Kent Dillon Keister Control | Chief Compliance Officer | Under 5% | 2025 |
| Tyler J Stearns Control | Partner And Wealth Manager | 10-25% | 2022 |
Frequently asked questions
How much does Castle Coast Wealth, LLC manage?
Castle Coast Wealth, LLC reports $423.7 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
| Address | 4225 Executive Square, Suite 1030, La Jolla, CA 92037 |
| Phone | (858) 546-1247 |
| Fax | (858) 546-0792 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$423.7M▲ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$423.7Mregulatory AUM
Discretionary $423.7M