# CASTLE COAST WEALTH, LLC

CASTLE COAST WEALTH, LLC of LA JOLLA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 298439
- Type: SEC-registered investment adviser
- SEC file number: 801-117737
- Location: 4225 EXECUTIVE SQUARE, SUITE 1030, LA JOLLA, CA, 92037
- Phone: (858) 546-1247
- Latest filing: 2026-04-24
- Regulatory AUM: $423.7M
- Discretionary AUM: $423.7M
- Clients: 6
- Accounts: 963

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (8)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/298439/brochure
- Similar advisers: https://search.stillhousedata.com/firm/298439/similar
- Related entities: https://search.stillhousedata.com/firm/298439/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/298439

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.