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CASTLE COAST WEALTH, LLC
CASTLE COAST WEALTH, LLC
LA JOLLA, California
·
2 registered advisors
·
CRD# 298439
SEC# 801-117737
1
(858) 546-1247
01
Firm Overview
AUM
$324M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CASTLE COAST WEALTH, LLC
2 registered advisors
Charles Otto Gillespie
LA JOLLA, California
CRD# 4967696
Tyler J Stearns
LA JOLLA, California
CFP
CRD# 5992669
05
Office Locations
LA JOLLA, California
2 advisors
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Data sourced from SEC Form ADV filings. CASTLE COAST WEALTH, LLC (CRD# 298439) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.