CASTLE COAST WEALTH, LLC
SEC RegisteredYour trusted advisors for steady, long-term strategies.
About the firm
Castle Coast Wealth began four decades ago on the principle that every financial decision is connected to every other one, and no single piece should be advised on in isolation. The practice operated out of La Jolla, serving a select number of families, built on fiduciary principles and guided by Christian values. In 2017, the firm achieved full independence as a registered investment adviser and expanded to a second coast, deepening its specialization in business owners and exit planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth management, financial planning, investment management, tax-aware strategy, estate planning coordination, risk management and insurance review, concentrated stock and equity compensation, charitable giving strategy, business owner services including exit planning and succession strategies, and cash flow and liquidity management. Client assets are held at Charles Schwab.
Who they serve
Business owners, retirees, and families — including families who have built wealth and are transitioning into retirement, multi-generational estate planning, and business owner families navigating the complexity of running, growing, and exiting a business.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 152 | $30M |
| High Net Worth Individuals | 136 | $341M |
| Charitable Organizations | 11 | $18M |
| State/Municipal Entities | 5 | — |
9 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $3,000,000 | 1.00% |
| $3,000,001 - $5,000,000 | 0.90% |
| $5,000,001 - $10,000,000 | 0.80% |
| $10,000,001 - $15,000,000 | 0.70% |
| $15,000,001 - $20,000,000 | 0.60% |
| $20,000,001 - $50,000,000 | 0.40% |
| $50,000,001 and above | 0.30% |
Data as of April 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CASTLE COAST WEALTH, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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