CASTLE COAST WEALTH, LLC

4225 Executive Square
Suite 1030
La Jolla, California 92037
Tel: (858) 546-1247

About CASTLE COAST WEALTH, LLC

CASTLE COAST WEALTH, LLC, formally registered with the SEC as CASTLE COAST WEALTH, LLC. The firm was established in 12/05/2019. They have over 2 offices throughout the country.

CASTLE COAST WEALTH, LLC is a La Jolla, California based Financial Planning firm with nearly $324,293,260 assets under management, offering retirement planning & investment advisory services to 954 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	298439
SEC#	801-117737
Assets Managed by Firm	$324,293,260
No. of Clients	954
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	954	$324,293,260
Individuals (other than high net worth individuals)	163	$24,083,293
High net worth individuals	128	$258,659,051
Pension and profit sharing plans	8	$19,361,505
Charitable organizations	3	$21,259,087
Corporations or other businesses	2	$930,324

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