Adam Brown
Castle Coast Wealth · La Jolla, California
Adam Brown is a fee-only financial advisor at Castle Coast Wealth in La Jolla, California. Adam focuses on founders (pre-exit), retirement planning and equity compensation. Castle Coast Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
- Multi-generational families
- Founders
Facts
| Firm | Castle Coast Wealth |
|---|---|
| Based in | La Jolla, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $423.7M across 963 accounts |
| SEC registration | Investment adviser representative in CA, NC, TX · CRD 5138287 |
| Exams passed | Series 66 (2006) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | castlecoastwealthllc.com |
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Questions about Adam
Is Adam Brown a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Castle Coast Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam's firm, Castle Coast Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Adam Brown based?
Adam Brown is based in La Jolla, California.
What does Adam specialize in?
Adam's specialties include founders (pre-exit), retirement planning, equity compensation and family wealth transfer. Adam works with retirees, pre-retirees, executives, multi-generational families and founders.
Is Adam Brown registered with the SEC?
Yes. Adam Brown is registered as an investment adviser representative in CA, NC and TX (CRD 5138287), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Castle Coast Wealth manage?
Castle Coast Wealth reports $423.7M across 963 accounts in assets under management.
How do I contact Adam Brown?
Through Adam's website, castlecoastwealthllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Castle Coast Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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