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Tyler J Stearns

Investment adviser representative at Castle Coast Wealth, LLC
12 yearsExperience
1 stateRegistered 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

12 years in the industry.

  1. Castle Coast Wealth, LLC (fka Litton Financial, LLC)Jan 2022 to now
  2. Castle Coast Wealth, LLCDec 2019 to now
  3. Charles O Gillespie dba Litton Financial ServicesJan 2019 to Dec 2019
  4. William Litton dba Litton FinancialJun 2014 to Dec 2018

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2016

State registrations

Registered as an investment adviser representative in 1 state (CA).

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
5992669
Firm CRD
298439
Advisor's SEC record (opens in a new tab)
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