|
⚲
|
| Castle Coast Wealth LLC
✚
|
|
|---|---|
| CRD # | 298439 |
| SEC # | 801-117737 |
| CIK # | |
| AUM | $412.3 M (2025-07-09) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 858-546-1247 |
| Address | 4225 Executive Square La Jolla, CA 92037 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 160 | 31.1 |
| (b) Individuals (high net worth individuals) | 131 | 300.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 104 | 49.3 |
| (h) Charitable organizations | 5 | 30.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,055 | 412.3 |
| By Discretionary | ||
| Discretionary | 1,055 | 412.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,055 | 412.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 412.3 | |
| Total | 1,055 | 412.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Encompass Wealth Advisors LLC
✚
|
OR | 0.4 |
|
First Nebraska Advisory LLC
✚
|
NE | 0.4 |
|
Capital A Wealth Management LLC
✚
|
PA | 0.4 |
|
Equita Financial Network Inc
✚
|
PA | 0.4 |
|
Macdougall Financial Counseling
✚
|
PA | 0.4 |
|
Nova R Wealth Inc
✚
|
KS | 0.4 |
|
Adirondack Financial Services Corp
✚
|
NY | 0.4 |
|
JGHendricks Financial Services LLC
✚
|
IL | 0.4 |
|
First City Capital Management Inc
✚
|
GA | 0.4 |
|
Joule Financial LLC
✚
|
KY | 0.4 |