Castle Coast Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$371,123,815
Clients
288
Advisors
5
across 2 offices
About
Castle Coast Wealth, LLC (CCW) is an SEC‑registered advisory firm that manages approximately $423.7 million (as of December 31, 2025) and provides discretionary asset management, ongoing financial planning, and retirement plan (ERISA) services to individuals, high‑net‑worth clients, trusts, and plan sponsors. The firm serves both individual households and institutional plan sponsors, and the ADV discloses household minimums for new asset management clients and the firm’s ability to recommend private fund investments when appropriate.
CCW describes an investment process that uses both quantitative and qualitative analysis and implements portfolios on a discretionary basis, with its brochure explicitly discussing the use of margin transactions, leverage, and other borrowing‑related techniques as part of its trading and risk framework. The firm offers both limited‑scope (ERISA 3(21)) advisory services and full discretionary (ERISA 3(38)) investment management for retirement plans, conducts ongoing account reviews, and directs clients to Schwab Advisor Services for custody and trade execution.
Compared with many peers, CCW’s disclosures and marketing approach note the use of client testimonials and the promotion of third‑party ratings in its advertising, and its ADV explicitly addresses borrowing and margin‑related risks for managed accounts—features that are statistically uncommon among similar team firms. The brochure also highlights due diligence on private and alternative investments and discloses potential conflicts from advisors’ external insurance compensation, information that may be relevant to prospective clients assessing product selection and governance.
Client services
Expertise
Fee options
Fixed financial planning fees up to $50,000 annually, billed monthly or by check
$0 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% $10,000,001 - $15,000,000: 0.70% $15,000,001 - $20,000,000: 0.60% $20,000,001 - $50,000,000: 0.40% $50,000,001+: 0.30%
Up to $500 per hour for project-based financial planning engagements
Account minimum: $2,000,000 (typical minimum household balance for new clients; $1,000,000 for referred clients; these minimums may be waived or adjusted at the firm's discretion) Minimum fee: Written financial plans generally have a minimum fee of $2,000 Fee-only: Asset management, financial planning, and ERISA plan services are fee-only with no commissions
Main office
See office4225 Executive Square, Suite 1030
La Jolla CA 92037
Advisors at this office
4
Offices (2)
Most active in
Arizona · California · Idaho · Nebraska · Nevada · North Carolina · Oregon · Texas
Also doing business as
Castle Coast Wealth, LLC · Gillespie, Charles, Otto · Litton Financial · Litton Financial Services · Litton Financial, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
William L
CFP®, Series 63
Incline Village, NV
Castle Coast Wealth, LLC
William Litton II is a CFP® with 39 years of industry experience and is currently with Castle Coast Wealth, LLC, where he has worked since 2020. He previously operated under Litton Financial and was also affiliated with LPL Financial from 1993 to 2018. Outside of financial advising, he is the owner of Litton Enterprises, Inc., a marketing business. Castle Coast Wealth, LLC is an SEC-registered advisory firm managing approximately $423.7 million, serving individuals, high-net-worth clients, trusts, and retirement plan sponsors. The firm employs both quantitative and qualitative investment analysis, offers discretionary portfolio management, and provides ERISA 3(21) and 3(38) advisory services.
Cassidy F
Series 65
La Jolla, CA
Castle Coast Wealth, LLC
Cassidy Fisher is a financial advisor at Castle Coast Wealth, LLC with a Series 65 designation and two years of industry experience. Prior to joining Castle Coast Wealth, they held various roles in the hospitality and automotive industries. Castle Coast Wealth, LLC is an SEC-registered advisory firm managing approximately $423.7 million and provides discretionary asset management, financial planning, and retirement plan services to individuals, high-net-worth clients, trusts, and plan sponsors. The firm employs a combination of quantitative and qualitative analysis in portfolio management and offers both limited-scope and full discretionary advisory services.
Charles G
Series 63, Series 65, Series 66
La Jolla, CA
Castle Coast Wealth, LLC
Charles Gillespie is a financial advisor at Castle Coast Wealth, LLC with 14 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Castle Coast Wealth (formerly Litton Financial, LLC) since 2020. Prior to that, he was associated with LPL Financial and operated under Litton Financial Services. Gillespie is also an independent insurance agent, dedicating a small portion of his time to this activity. Castle Coast Wealth, LLC provides discretionary asset management and financial planning services to individuals, high-net-worth clients, and retirement plans, managing over $412 million in assets. The firm employs strategic, dynamic, and tactical asset-allocation approaches using mutual funds and ETFs and offers services including 3(38) investment management and 3(21) advisory for ERISA plans.
Adam B
Series 66
La Jolla, CA
Castle Coast Wealth, LLC
Adam Brown is a financial advisor at Castle Coast Wealth, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked previously with LPL Financial and Litton Financial Services. In addition to his advisory role, he is an independent insurance agent, dedicating a small portion of his time to this activity. Castle Coast Wealth, LLC is a registered investment adviser serving individuals, high-net-worth clients, and retirement plans. The firm uses strategic, dynamic, and tactical asset-allocation approaches with discretionary management, focusing on mutual funds and ETFs while incorporating both quantitative and qualitative analysis.
Tyler S
CFP®, Series 66
La Jolla, CA
Castle Coast Wealth, LLC
Tyler Stearns is a CFP® and holds a Series 66 license with 11 years of experience in the financial industry. He has been with Castle Coast Wealth, LLC and its predecessor entities since 2014. In addition to his advisory role, he is an Independent Insurance Agent, dedicating less than 5% of his time to this activity. Castle Coast Wealth, LLC manages approximately $423.7 million and provides discretionary asset management, financial planning, and retirement plan services to individuals, high-net-worth clients, trusts, and plan sponsors. The firm employs both quantitative and qualitative analysis in its investment process and offers both limited-scope and full discretionary advisory services for retirement plans.
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