Castle Coast Wealth, Llc
- Regulatory AUM
- $424M
- Discretionary
- $424M
- Clients
- 306
- Avg AUM / client
- $1.4M
- Accounts
- 963
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Apr 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 152 | $29.7M | 7.01% |
| High net worth individuals | 136 | $341M | 80.6% |
| Pension and profit sharing plans | 11 | $17.8M | 4.19% |
| Charitable organizations | 5 | $33.7M | 7.94% |
| Corporations and other businesses | 2 | $1.2M | 0.27% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Charles Otto Gillespie | Owner, Managing Member & Principal | Jan 2019 (8y) | 75% or more | |
| Tyler J Stearns | Partner And Wealth Manager | CFP | Dec 2019 (7y) | 10% – 25% |
| Mitchell, Tina, Louise | Chief Compliance Officer | Sep 2020 (6y) | Less than 5% | |
| Adam Tyler Brown | Registered representative | Apr 2019 (7y) | ||
| Cassidy Jane Fisher | Registered representative | Oct 2024 (2y) | ||
| William Lee Litton | Registered representative | CFP | Sep 2025 (1y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/24/2026 | 943 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $397M (94% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 24, 2026.
View current Form ADV (SEC/IAPD) ↗