Castle Island Wealth

RIASEC RegisteredEst. 2018
Total AUM
$117M
Discretionary
$83.5M
71% of AUM
Avg account
$503K
Accounts
233
Employees
5
Advisory reps
5

Firm details

Headquarters
Palm Beach Gardens, Florida
CRD number
287710
Registered since
January 8, 2018
Website
castleislandwealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI64.61%
  • Individuals35.39%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Castle Island Wealth is an independent registered investment adviser organized as an LLC and operating as a capital allocator for individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. Its fee model combines a percentage-of-AUM schedule with the option for hourly billing. The adviser is SEC-registered since 2018, owned by an individual, and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 52%, Public Funds/Mutual Funds 41%, Investment Grade Corp Bonds 5%, Cash & Cash Equivalents 2%52%
  • Exchange Traded Equities52%
  • Public Funds/Mutual Funds41%
  • Investment Grade Corp Bonds5%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Alexia Mccluskey

    Alexia Mccluskey

    CFOCRD 6112071

Contacts

3 of 4
  • Kevin Mccluskey

    Kevin Mccluskey

    Managing DirectorCRD 2981542

  • William Urquhart

    PresidentCRD 2231391

  • Jack Mccluskey

    Jack Mccluskey

    Vice President, Private MarketsCRD 7999029

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Palm Beach Gardens, FL

Palm Beach

Location

Palm Beach Gardens, FL

Headquartered in Palm Beach Gardens, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
11300 Us Highway 1
Time zone
ET (UTC-5)
Office locations

Similar firms

Resnick Wealth Alliance, LLC

RIA

Palm Beach Gardens, FL

AUM $121MTEAM 2REPS 2

Montello Wealth Management, Inc.

RIA

Palm Beach Gardens, FL

AUM $108MTEAM 1REPS 1

Optimist Capital

RIA

Palm Beach Gardens, FL

AUM $96.7MTEAM 4REPS 5

Your Planning Partner LLC

RIA

Palm Beach Gardens, FL

AUM $90.7MTEAM 4REPS 2

Long Short Advisors, LLC

RIA

Palm Beach Gardens, FL

AUM $154MTEAM 4REPS 2

Digital Asset Investment Management

RIA

Palm Beach Gardens, FL

AUM $80MTEAM 4REPS 2
More RIAs in Palm Beach Gardens →All Florida RIAs →