Castle Coast Wealth, LLC

Investment Advisor
in La Jolla, CA

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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*

3 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

Justin Ruttke Work History

Justin has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Litton Financial, LLC

2019 - 2019 (< 1 year)

Charles O Gillespie Dba Litton Financial Services

2018 - 2018 (< 1 year)

William Litton Dba Litton Financial

2018 - 2018 (< 1 year)


2018 - 2018 (< 1 year)

Lpl Financial

2017 - 2018 (1 year)

Consolidated Supply Co

2017 - 2017 (< 1 year)

Merrill Lynch Wealth Management

2016 - 2016 (< 1 year)

Consolidated Supply Co

2016 - 2016 (< 1 year)

Herb Box

2015 - 2015 (< 1 year)

Consolidated Supply Co

2014 - 2015 (1 year)

Youfit Health Clubs

2014 - 2014 (< 1 year)

Barro'S Pizza

2014 - 2014 (< 1 year)

Chicago Connection Pizza

2014 - 2018 (4 years)

Arizona State University

2010 - 2014 (4 years)

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.


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

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 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.

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