Castle Coast Wealth, LLC

Investment Advisor
in La Jolla, CA

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About this Advisor

Tyler Stearns is a certified financial planner working in La Jolla, California, with 4 years of relevant experience. Stearns is an employee of Castle Coast Wealth, LLC. Over the course of their career, Stearns has held roles at San Diego State University, Lpl Financial, William Litton Dba Litton Financial, None, Charles O Gillespie Dba Litton Financial Services and Litton Financial, LLC. Stearns maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California. Castle Coast Wealth, LLC is a firm headquartered in La Jolla, CA. It handles $282 million in total assets across its 947 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm serves three charities and foundations. Of its 947 customer accounts, 42% are associated with high-net-worth clients who have at least $1 million in assets. The firm has a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules are based on the type of services. Fee types charged by Castle Coast Wealth, LLC likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations


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

Tyler Stearns Work History

Tyler 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

2014 - 2018 (4 years)

William Litton Dba Litton Financial

2014 - 2014 (< 1 year)


2013 - 2014 (1 year)

Lpl Financial

2008 - 2013 (5 years)

San Diego State University

*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 Tyler Stearns 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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