Justin
Ruttke
Castle Coast Wealth, LLC
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About this Advisor
Justin Ruttke is a certified financial planner operating out of La Jolla, California with 3 years of industry experience. Ruttke is currently employed by Castle Coast Wealth, LLC. Throughout their career, Ruttke has worked at William Litton Dba Litton Financial, Evo, Consolidated Supply Co, Merrill Lynch Wealth Management, Herb Box, Youfit Health Clubs, Barro'S Pizza, Chicago Connection Pizza, Arizona State University, Mountain View High School, Lpl Financial, Charles O Gillespie Dba Litton Financial Services and Litton Financial, LLC. Ruttke has a Series 65 license, qualifying them as an investment advisor representative, and can advise clients in California. Castle Coast Wealth, LLC is an advisory business based in La Jolla, CA. It oversees $282 million in total assets across its 947 accounts, making it one of the mid-sized investment advisory firms in the nation by assets under management. The firm advises three charitable organizations. Of its 947 accounts, 42% are held by high-net-worth clients who have more than $1 million in assets. Castle Coast Wealth, LLC offers a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services typically vary depending on which services the firm provides the client. However, fees charged by Castle Coast Wealth, LLC may include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Castle Coast Wealth, LLC Brokerage Details
$282,197,908
8
947
$297,991
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Justin Ruttke Work History
Justin has been registered as a financial advisor for 3 years.*
Litton Financial, LLC
Charles O Gillespie Dba Litton Financial Services
William Litton Dba Litton Financial
Evo
Lpl Financial
Consolidated Supply Co
Merrill Lynch Wealth Management
Consolidated Supply Co
Herb Box
Consolidated Supply Co
Youfit Health Clubs
Barro'S Pizza
Chicago Connection Pizza
Arizona State University
Mountain View High School
*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.
Disclosures
Please visit the SEC profile of Justin Ruttke 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
La Jolla, CA
La Jolla, CA
La Jolla, CA
La Jolla, CA
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 profile-compliance@smartasset.com.
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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.
