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CASTLE COAST WEALTH, LLC

LA JOLLA, CA · CRD 298439 · IAPD ↗ · castlecoastwealthllc.com · (858) 546-1247

$423.7MRegulatory AUM
4Advisory reps
6Employees
9Clients
101-250Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — CASTLE COAST WEALTH, LLC notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
December 2025 — CASTLE COAST WEALTH, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2025 — CASTLE COAST WEALTH, LLC reported RAUM up 27% ($324.3M -> $412.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
August 2024 — CASTLE COAST WEALTH, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
March 2024 — CASTLE COAST WEALTH, LLC notice-filed in NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.