William
Litton

Castle Coast Wealth, LLC

CRD#1684246
Investment Advisor
in Incline Village, NV

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About this Advisor

William Litton is a certified financial planner based out of Incline Village, Nevada with a total of 4 years of industry experience. Litton is on the advisory team at Castle Coast Wealth, LLC. Their career trajectory has included roles at Lpl Financial LLC (Formerly: Linsco/Private Ledger Corp.), William Litton Dba Litton Financial, Charles O Gillespie Dba Litton Financial Services and Litton Financial, LLC. Litton has a Series 63 license, certifying them as a securities agent, and is approved to serve investors in California and Texas. Castle Coast Wealth, LLC is a financial advisory business headquartered in La Jolla, CA. It controls $282 million in assets under management between its 947 client accounts, making it one of the mid-sized firms in the United States by assets under management. The firm advises three charitable organizations. Of its 947 accounts, 42% are held by high-net-worth clients who have at least $1 million in investable assets. The firm provides a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial management typically depend on the type of financial services. Fee types billed by Castle Coast Wealth, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

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

Incline Village, NV

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Castle Coast Wealth, LLC Brokerage Details

Total Assets Under Management

$282,197,908

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

8

NV Average: 43
Total Number of Accounts

947

NV Average: 3,727
Average Account Size

$297,991

NV 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

William Litton Work History

William 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

1998 - 2018 (20 years)

William Litton Dba Litton Financial

1993 - 2018 (25 years)

Lpl Financial LLC (Formerly: Linsco/Private Ledger Corp.)

*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 William Litton 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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