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
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Total Assets Under Management117MILLION
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Total Number of Accounts73ACCOUNTS
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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
![](/img/ws/firm-ria-sec-logo.png)
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.
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