CASTLE COAST WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$423,691,740
Discretionary
$423,691,740
Non-discretionary
$0
Firm details
- CRD number
- 298439
- SEC file number
- 801-117737
- Main office
- LA JOLLA, CA, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.