# Castle Coast Wealth, LLC

Castle Coast Wealth, LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 298439
- **SEC file number:** 801-117737
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298439

## About

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.

## 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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Last updated: 2026-07-06T01:24:13.754Z

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