Investment adviser · CRD 298439
CASTLE COAST WEALTH, LLC
Investment adviser filing (IA)
LA JOLLA, CA, United States · Form ADV filed Aug 21, 2026
- Regulatory AUM
- $424M Form ADV · Item 5.F
- Client accounts
- 963 Accounts, not individual clients
- Employees
- 6 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 136 | $341,439,044 | 80.6% |
| Charities | 5 | $33,660,971 | 7.9% |
| Individuals | 152 | $29,684,771 | 7.0% |
| Retirement plans | 11 | $17,756,589 | 4.2% |
| Corporations & businesses | 2 | $1,150,365 | 0.3% |
Filing source
Form ADV 2127476 · Aug 21, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 21, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
4225 EXECUTIVE SQUARE, SUITE 1030LA JOLLA, CA, 92037, United States
CRD 298439
Filing source
Form ADV 2127476 · Aug 21, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.