William Lee Litton
Investment adviser representative at Castle Coast Wealth, LLC
33 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$423.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
33 years in the industry.
- Castle Coast Wealth, LLCSep 2025 to now
- Castle Coast Wealth, LLC (fka Litton Financial)Jan 2020 to now
- Charles O Gillespie dba Litton Financial ServicesJan 2019 to Dec 2019
- William Litton dba Litton FinancialDec 1993 to Dec 2018
- LPL Financial LLC (formerly: Linsco/private Ledger Corp.)Dec 1993 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
State registrations
Registered as an investment adviser representative in 2 states (CA, NV).
Castle Coast Wealth, LLC
$423.7MAssets managed
306Clients
5Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1684246
- Firm CRD
- 298439