Island Wealth Management

Overview

Island Wealth Management is a privately owned corporation that provides financial planning services. The firm is owned by an individual and operates with a fixed-fee (and other) compensation arrangement rather than traditional asset-based billing. FINTRX classifies the firm as unclassified; it is not identified as a capital allocator and is not flagged as an active ESG investor. The adviser is not listed as multi-state and is not described as newly formed. SEC registration year is not provided in the available data.

Assets & Accounts

Investments & Alternatives