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Castle Coast Wealth, LLC

Castle Coast Wealth, LLC. CRD 298439

Castle Coast Wealth, LLC logo

CRD: 298439

Castle Coast Wealth, LLC

LA Jolla, CA, 92037
8585461247
www.castlecoastwealthllc.com
$423.7M Total AUM
$423.7M Disc. AUM
-- 3Y CAGR
6 Employees
315 ADV. Clients
7 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Delta zenithLegacy +more
Established Date
04-30-2019
Office Locations
3

Office Locations

16747 US Highway 17 Suite 106 Hampstead NC
4225 Executive Square Suite 1030 LA Jolla CA
-- Incline Village NV

About Castle Coast Wealth, LLC

Castle Coast Wealth, LLC is a comprehensive wealth management and financial planning firm serving clients from La Jolla, CA and Hampstead, NC. The team builds long-term investment strategies for retirement, lifetime asset management, and multigenerational wealth preservation, with hands-on guidance, client education, and annual financial-plan audits. Operates as a fiduciary and notes a Christian foundation; custodies with Charles Schwab.

Team overview

-- AVG AGE
$105.9M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
5.2 yrs AVG TENURE
6 Employees
4 Advisory Reps
5 RIA Reps
7yrs Firm Age

Insights

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Asset Classes

Crest peak Matrix beacon Quantum vital Wave Quantum Unison

Client Personas

Pathway prime

Custodian

Quantum North Capital momentum Meridian

Investment Themes

Bridge legacy Meridian momentum Focus unison Quantum Optima horizon

Investment Vehicles

Meridian vertex

Platform

Quantum oak Unison

Services

Beacon Frontier pathway Ember timber Peak Catalyst Meridian Pioneer fusion Delta Alpha Beacon crest Foundation meridian

Technology

Harbor Bridge zenith Pioneer Focus Ember beacon

Owner & Executives

CHARLES OTTO GILLESPIE

CHARLES OTTO GILLESPIE

Managing Member, Owner, President, PRINCIPAL

CRD
#4967696
Ownership
75% or more
(483) 787-6013
matrix.catalyst@crestcapital.com
in linkedin.com/in/harbor-foundation
TYLER J STEARNS

TYLER J STEARNS

PARTNER, Principal, WEALTH MANAGER

CRD
#5992669
Ownership
10% but less than 25%
(435) 233-2003
vital.frontier@vertexcapital.com
in linkedin.com/in/oak-alpha
F

Focus crest

Pathway catalyst

CRD
#41685
Ownership
37.6%
(353) 938-6305
alpha.vertex@peakcapital.com
in linkedin.com/in/ember-foundation

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Contacts

ADAM TYLER BROWN

ADAM TYLER BROWN

Financial Advisor

CRD
#5138287
(501) 336-7480
radial.oak@vertexcapital.com
in linkedin.com/in/element-oak
C

Cassidy Jane Fisher

--

CRD
#7993935
(265) 708-6545
eagle.pioneer@deltacapital.com
in linkedin.com/in/signal-meridian
V

Value atlas

Optima matrix

CRD
#81886
(810) 633-4017
crest.atlas@vertexcapital.com
in linkedin.com/in/vital-bridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-31-2022
10-17-2023
07-16-2024
11-20-2025
04-24-2026
Category Assets AVG. Account size
Discretionary $423,691,740 $439,971
Non-Discretionary $0 --
Total $423,691,740 $439,971

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Separately Managed Accounts

Total SMA Asset: $423,691,740

$423.7M Total SMA
Public Funds:
41.2%
Cash:
17.1%
Equity - Exchange:
41.7%
Asset class Assets Assets %
Public Funds $212,208,873 41.2%
Cash $88,076,984 17.1%
Equity - Exchange $214,784,224 41.7%
Total $515,070,081 100.0%

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