CASTLE ISLAND WEALTH
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
FINTRXOverview
Castle Island Wealth is an independent registered investment adviser structured as a limited liability company and SEC-registered since 2018. The firm is owned by an individual and serves primarily individual and family clients. Its service mix centers on financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of outside advisers. Castle Island Wealth operates as a capital allocator, directing client assets to third-party managers alongside in-house portfolio management. The firm charges clients on a percentage-of-assets basis and also uses hourly billing for certain engagements. It custodizes client assets at Charles Schwab & Co., Inc.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Public Funds/Mutual Funds41%
- Investment Grade Corp Bonds5%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1ALEXIA MCCLUSKEY
CFOCRD 6112071
Contacts
3 of 3JACK MCCLUSKEY
Vice President, Private MarketsCRD 7999029
WILLIAM URQUHART
PresidentCRD 2231391
KEVIN MCCLUSKEY
Managing DirectorCRD 2981542
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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