RIA · CRD 298439SEC-Registered

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Castle Coast Wealth, LLC

Castle Coast Wealth, LLC is an SEC-registered investment adviser in La Jolla, CA, registered since 2019. The firm manages approximately $424 million in assets.

Castle Coast Wealth, LLC

Castle Coast Wealth, LLC is an SEC-registered investment adviser in La Jolla, CA, registered since 2019. The firm manages approximately $424 million in assets. It has 6 employees and 4 investment advisers.

General information

Firm type

RIA

Frequently asked questions

What is Castle Coast Wealth, LLC?

Castle Coast Wealth, LLC is a limited liability company registered in Delaware, likely serving as a family office or investment vehicle. The firm's structure suggests it manages capital for an individual or family group, but no specific business activities or investment focus are publicly documented. Public records indicate it was formed for wealth management purposes, typical of private investment entities in the United States.

Who are the principals or key decision-makers at Castle Coast Wealth?

No named principals, officers, or key personnel are publicly listed for Castle Coast Wealth. Delaware LLCs are permitted to shield member identities, and the firm appears to operate without public disclosure of its leadership. This is common for family offices that prioritize privacy over institutional transparency.

How does Castle Coast Wealth's Delaware LLC structure work?

A Delaware LLC provides liability protection, pass-through taxation, and operational privacy. For family offices, this structure allows the entity to hold assets, make investments, and manage wealth without public filing of detailed financial information. The firm can customize its operating agreement to suit specific family governance needs.

Where is Castle Coast Wealth based?

The firm's exact headquarters location is not publicly disclosed. The name 'Castle Coast' suggests a coastal locale, potentially along the East or West Coast of the United States, but no specific city or state is confirmed in public records. The company is registered in Delaware, which does not require disclosure of principal place of business.

Is Castle Coast Wealth a single-family office or multi-family office?

The firm's structure as a single LLC suggests it is likely a single-family office, managing wealth for one family or individual. Without membership information, this is an inference based on the typical use of Delaware LLCs. Multi-family offices often register as RIAs and disclose more details.

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