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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 20, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Keister, Kent, Dillon | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Keister, Kent, Dillon | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Keister, Kent, Dillon | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MITCHELL, CHRISTINA, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, CHRISTINA, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, CHRISTINA, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, CHRISTINA, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, CHRISTINA, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, CHRISTINA, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MITCHELL, CHRISTINA, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MITCHELL, CHRISTINA, MICHELLE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MITCHELL, TINA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, TINA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, TINA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, TINA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, TINA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, TINA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, TINA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, TINA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, TINA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, TINA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, TINA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MITCHELL, TINA, LOUISE | I | CHIEF COMPLIANCE OFFICER | NA | |
| GILLESPIE, CHARLES, OTTO | I | OWNER | E | Control |
| GILLESPIE, CHARLES, OTTO | I | OWNER | E | Control |
| GILLESPIE, CHARLES, OTTO | I | OWNER | E | Control |
| GILLESPIE, CHARLES, OTTO | I | OWNER | E | Control |
| GILLESPIE, CHARLES, OTTO | I | OWNER | E | Control |
| GILLESPIE, CHARLES, OTTO | I | OWNER | E | Control |
| GILLESPIE, CHARLES, OTTO | I | OWNER | E | Control |
| GILLESPIE, CHARLES, OTTO | I | OWNER | E | Control |
| GILLESPIE, CHARLES, OTTO | I | OWNER, MANAGING MEMBER & PRINCIPAL | E | Control |
| GILLESPIE, CHARLES, OTTO | I | OWNER, MANAGING MEMBER & PRINCIPAL | E | Control |
| GILLESPIE, CHARLES, OTTO | I | OWNER, MANAGING MEMBER & PRINCIPAL | E | Control |
| GILLESPIE, CHARLES, OTTO | I | OWNER, MANAGING MEMBER & PRINCIPAL | E | Control |
| GILLESPIE, CHARLES, OTTO | I | OWNER, MANAGING MEMBER & PRINCIPAL | E | Control |
| GILLESPIE, CHARLES, OTTO | I | OWNER, MANAGING MEMBER & PRINCIPAL | E | Control |
| GILLESPIE, CHARLES, OTTO | I | OWNER, MANAGING MEMBER & PRINCIPAL | E | Control |
| GILLESPIE, CHARLES, OTTO | I | OWNER, MANAGING MEMBER & PRINCIPAL | E | Control |
| GILLESPIE, CHARLES, OTTO | I | OWNER, MANAGING MEMBER & PRINCIPAL | E | Control |
| GILLESPIE, CHARLES, OTTO | I | OWNER, MANAGING MEMBER & PRINCIPAL | E | Control |
| GILLESPIE, CHARLES, OTTO | I | OWNER, MANAGING MEMBER & PRINCIPAL | E | Control |
| GILLESPIE, CHARLES, OTTO | I | OWNER, MANAGING MEMBER & PRINCIPAL | E | Control |
| GILLESPIE, CHARLES, OTTO | I | OWNER, MANAGING MEMBER & PRINCIPAL | E | Control |
| GILLESPIE, CHARLES, OTTO | I | CHIEF COMPLIANCE OFFICER | E | Control |
| GILLESPIE, CHARLES, OTTO | I | OWNER, MANAGING MEMBER, PRINCIPAL | E | Control |
| GILLESPIE, CHARLES, OTTO | I | OWNER, MANAGING MEMBER, PRINCIPAL | E | Control |
| GILLESPIE, CHARLES, OTTO | I | OWNER, MANAGING MEMBER, PRINCIPAL | E | Control |
| STEARNS, TYLER, J | I | PARTNER AND WEALTH MANAGER | B | Control |
| STEARNS, TYLER, J | I | PARTNER AND WEALTH MANAGER | B | Control |
| STEARNS, TYLER, J | I | PARTNER AND WEALTH MANAGER | B | Control |
| STEARNS, TYLER, J | I | PARTNER AND WEALTH MANAGER | B | Control |
| STEARNS, TYLER, J | I | PARTNER AND WEALTH MANAGER | B | Control |
| STEARNS, TYLER, J | I | PARTNER AND WEALTH MANAGER | B | Control |
| STEARNS, TYLER, J | I | PARTNER AND WEALTH MANAGER | B | Control |
| STEARNS, TYLER, J | I | PARTNER AND WEALTH MANAGER | B | Control |
| STEARNS, TYLER, J | I | PARTNER AND WEALTH MANAGER | B | Control |
| STEARNS, TYLER, J | I | PARTNER AND WEALTH MANAGER | B | Control |
| STEARNS, TYLER, J | I | PARTNER AND WEALTH MANAGER | B | Control |
Registrations
Federal
IA
Nov 20, 2025 REGISTERED
Notice Filings (9)
AZ CA CO NC NE NV OR TX WA
Address
4225 EXECUTIVE SQUARESUITE 1030
LA JOLLA, CA 92037
United States
Phone: (858) 546-1247