Castle Coast Wealth, LLC

Investment Advisor
in Incline Village, NV

Answer a few questions and
get matched with an advisor.

Find an Advisor

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


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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Castle Coast Wealth, LLC Brokerage Details

Total Assets Under Management


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


NV Average: 43
Total Number of Accounts


NV Average: 3,727
Average Account Size


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.


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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started