Castle Coast Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in La Jolla, CA. Its latest Form ADV filing, dated April 24, 2026, reports $424M in regulatory assets under management, 6 employees, 2 offices, and 963 accounts.
Assets Under Management
$424M
Employees
6
Offices
2 offices
Total Clients
306
Primary office
LA JOLLA, CA
4225 EXECUTIVE SQUARE, SUITE 1030, LA JOLLA, CA, United States
Top client segmentIndividuals represent 49.7% of total clients.
Top client categories% of clientsClients
1
Individuals
49.7%
152
2
HNWI
44.4%
136
3
Pension Plans
3.6%
11
4
Charitable
1.6%
5
5
Corporations
0.7%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$424Mas of April 24, 2026
Discretionary100.0%
$424M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$424M
Total Accounts963
10Y AUM Change+$192M (+83.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee51:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.