Castle Coast Wealth, LLC

RIASEC RegisteredEst. 2019

Total AUM

$424M

Discretionary

$424M

100% of AUM

Avg account

$440K

Accounts

963

Employees

Advisory reps

Firm details

Headquarters: La Jolla, California
CRD number: 298439
Registered since: December 5, 2019
Website: www.castlecoastwealthllc.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI80.59%
Charitable Organizations7.94%
Individuals7.01%
Pension & Profit Sharing Plans4.19%
Corporations / Businesses0.27%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Castle Coast Wealth, LLC is an independent, SEC-registered RIA formed in 2019 and organized as a limited liability company with individual ownership. The firm serves both individual/family and institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting. Its client billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. Castle Coast reports that it does not act as a capital allocator and does not pursue ESG investing as an active strategy.