CASTLE COAST WEALTH, LLC of LA JOLLA, CA is an SEC-registered investment adviser (CRD 298439). Regulatory assets under management: $423.7M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Kent Dillon Keister | CHIEF COMPLIANCE OFFICER | — |
| Charles Otto Gillespie | OWNER, MANAGING MEMBER & PRINCIPAL; OWNER, MANAGING MEMBER, PRINCIPAL | — |
| Tyler J Stearns | PARTNER AND WEALTH MANAGER | — |
| Tina Louise Mitchell | CHIEF COMPLIANCE OFFICER | — |
| MITCHELL TINA LOUISE | CHIEF COMPLIANCE OFFICER | — |
| MITCHELL CHRISTINA MICHELLE | CHIEF COMPLIANCE OFFICER | — |
| GILLESPIE CHARLES OTTO | OWNER; OWNER, MANAGING MEMBER & PRINCIPAL | — |
| STEARNS TYLER J | PARTNER AND WEALTH MANAGER | — |