CASTLE COAST WEALTH, LLC
CRD #298439 SEC #801-117737 LA JOLLA, CA (858) 546-1247
SEC Registered
Total AUM
$412.3M
Discretionary
$412.3M
Employees
6
Clients
101
Accounts
1,055
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $412.3M | $412.3M | $0 | 6 | 0 |
| Aug 2025 | $412.3M | $412.3M | $0 | 6 | 0 |
| Jul 2025 | $412.3M | $412.3M | $0 | 6 | 0 |
| Jun 2025 | $412.3M | $412.3M | $0 | 6 | 0 |
| Jun 2025 | $412.3M | $412.3M | $0 | 6 | 0 |
| Mar 2025 | $412.3M | $412.3M | $0 | 6 | 0 |
| Jul 2024 | $324.3M | $324.3M | $0 | 8 | 0 |
| Mar 2024 | $324.3M | $324.3M | $0 | 8 | 0 |
| Feb 2024 | $282.2M | $282.2M | $0 | 8 | 0 |
| Oct 2023 | $282.2M | $282.2M | $0 | 8 | 0 |
| Mar 2023 | $282.2M | $282.2M | $0 | 8 | 0 |
| Jan 2023 | $333.7M | $333.7M | $0 | 7 | 0 |
| Apr 2022 | $333.7M | $333.7M | $0 | 7 | 0 |
| Mar 2022 | $280M | $280M | $0 | 8 | 0 |
| Mar 2021 | $280M | $280M | $0 | 8 | 0 |
| Sep 2020 | $246.9M | $246.9M | $0 | 9 | 0 |
| May 2020 | $246.9M | $246.9M | $0 | 9 | 0 |
| Apr 2020 | $246.9M | $246.9M | $0 | 9 | 0 |
| Feb 2020 | $246.9M | $246.9M | $0 | 9 | 0 |
| Jan 2020 | $246.9M | $246.9M | $0 | 9 | 0 |
| Jan 2020 | $231.4M | $231.4M | $0 | 4 | 0 |
| Dec 2019 | $231.4M | $231.4M | $0 | 4 | 0 |
| Nov 2019 | $231.4M | $231.4M | $0 | 4 | 0 |
| Nov 2019 | $231.4M | $231.4M | $0 | 4 | 0 |
DateNov 2025
Total AUM$412.3M
Discretionary$412.3M
Non-Disc.$0
Employees6
Clients0
DateAug 2025
Total AUM$412.3M
Discretionary$412.3M
Non-Disc.$0
Employees6
Clients0
DateJul 2025
Total AUM$412.3M
Discretionary$412.3M
Non-Disc.$0
Employees6
Clients0
DateJun 2025
Total AUM$412.3M
Discretionary$412.3M
Non-Disc.$0
Employees6
Clients0
DateJun 2025
Total AUM$412.3M
Discretionary$412.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$412.3M
Discretionary$412.3M
Non-Disc.$0
Employees6
Clients0
DateJul 2024
Total AUM$324.3M
Discretionary$324.3M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$324.3M
Discretionary$324.3M
Non-Disc.$0
Employees8
Clients0
DateFeb 2024
Total AUM$282.2M
Discretionary$282.2M
Non-Disc.$0
Employees8
Clients0
DateOct 2023
Total AUM$282.2M
Discretionary$282.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$282.2M
Discretionary$282.2M
Non-Disc.$0
Employees8
Clients0
DateJan 2023
Total AUM$333.7M
Discretionary$333.7M
Non-Disc.$0
Employees7
Clients0
DateApr 2022
Total AUM$333.7M
Discretionary$333.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$280M
Discretionary$280M
Non-Disc.$0
Employees8
Clients0
DateMar 2021
Total AUM$280M
Discretionary$280M
Non-Disc.$0
Employees8
Clients0
DateSep 2020
Total AUM$246.9M
Discretionary$246.9M
Non-Disc.$0
Employees9
Clients0
DateMay 2020
Total AUM$246.9M
Discretionary$246.9M
Non-Disc.$0
Employees9
Clients0
DateApr 2020
Total AUM$246.9M
Discretionary$246.9M
Non-Disc.$0
Employees9
Clients0
DateFeb 2020
Total AUM$246.9M
Discretionary$246.9M
Non-Disc.$0
Employees9
Clients0
DateJan 2020
Total AUM$246.9M
Discretionary$246.9M
Non-Disc.$0
Employees9
Clients0
DateJan 2020
Total AUM$231.4M
Discretionary$231.4M
Non-Disc.$0
Employees4
Clients0
DateDec 2019
Total AUM$231.4M
Discretionary$231.4M
Non-Disc.$0
Employees4
Clients0
DateNov 2019
Total AUM$231.4M
Discretionary$231.4M
Non-Disc.$0
Employees4
Clients0
DateNov 2019
Total AUM$231.4M
Discretionary$231.4M
Non-Disc.$0
Employees4
Clients0