Castle Island Wealth
Castle Island Wealth (CRD# 287710) is a financial advisory firm headquartered in West Palm Beach, FL. They manage $117,369,863 in 73 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management117MILLION
-
Total Number of Accounts73ACCOUNTS
-
Average Account Value$1,607,806
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DE, FL, NH, NY, TX
Financial Advisors at Castle Island Wealth
1
Kevin McCluskey (CRD# 2981542) is an Investment Advisor Representative working at Castle Island Wealth in West Palm Beach, FL and has over 26 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.