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 registered investment adviser formed as an LLC and SEC-registered in 2019. The firm is owned by an individual and serves both individual and family clients as well as institutional relationships. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, plus pension consulting services. The firm charges fees based on a percentage of assets under management and also uses hourly and fixed-fee arrangements.