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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.
Overview
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
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.
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