Castle Coast Wealth, LLC

Investment Advisor
in La Jolla, CA

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About this Advisor

Adam Brown is a financial advisor based out of La Jolla, California who has 4 years of relevant experience. Brown is on the advisory team at Castle Coast Wealth, LLC. Throughout their career, they have worked at Lpl Financial, LLC, William Litton Dba Litton Financial, Charles O Gillespie Dba Litton Financial Services and Litton Financial, LLC. Brown has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Arizona, California, North Carolina and Texas. Castle Coast Wealth, LLC is an advisory company operating out of La Jolla, CA. It has $282 million in total assets between its 947 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm advises three charities and foundations. Of its 947 client accounts, 42% belong to high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm has a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees typically are based on which service is provided. However, fees billed by Castle Coast Wealth, LLC likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4225 Executive Square Suite 1030
La Jolla, CA 92037

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Castle Coast Wealth, LLC Brokerage Details

Total Assets Under Management


CA Average: $7,578,581,321
Total Number of Employees


CA Average: 43
Total Number of Accounts


CA Average: 3,727
Average Account Size


CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Adam Brown Work History

Adam has been registered as a financial advisor for 4 years.*

2020 - Present (4 years)

Litton Financial, LLC

2019 - 2019 (< 1 year)

Charles O Gillespie Dba Litton Financial Services

2006 - 2018 (12 years)

Lpl Financial, LLC

2006 - 2018 (12 years)

William Litton Dba Litton Financial

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Adam Brown to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Castle Coast Wealth, LLC

Justin Ruttke
La Jolla, CA
Tyler Stearns
La Jolla, CA
Adam Brown
La Jolla, CA
Charles Gillespie
La Jolla, CA
William Litton
Incline Village, NV

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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