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Building 2CASTLE COAST WEALTH, LLC

Map pinLA JOLLA, CA
Phone(858) 546-1247
NotebookSEC #801-117737
Total AUM
$423.7M
Employees
6
Clients
306

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4225 EXECUTIVE SQUARE
SUITE 1030
LA JOLLA
CA 92037
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
(858) 546-1247
Other Offices
2

ReceiptFinancials

Total AUM
$423.7M
Accounts
963
Discretionary
$423.7M
Accounts
963
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
152
AUM
$29.7M
HNW Individual Clients
136
AUM
$341.4M
Pension/Profit Sharing Plan Clients
11
AUM
$17.8M
Charitable Organization Clients
5
AUM
$33.7M
Corporation or Business Clients
2
AUM
$1.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANCNENVORTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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