ISLAND WEALTH MANAGEMENT

Overview

Island Wealth Management operates as a small, individually owned corporate advisory firm focused on financial planning services. The firm’s stated business model emphasizes fixed fees (and other non-traditional fee arrangements) rather than a pure percentage-of-assets advisory model, which suggests primary revenue from planning engagements or flat-fee project work. Island Wealth Management is not positioned as an ESG-first manager, does not present as a multi-state adviser, and does not identify itself as a pension consultant or capital allocator. Investment activity is centered on accessing third-party managers across both traditional mutual fund strategies and a range of alternatives. The firm’s classification is unclassified in available records, and its SEC registration year is not available. Given the disclosure of specific alternative allocations (private equity, venture capital, real estate, commodities and collateralized debt), Island Wealth Management appears to pursue diversified manager allocations for clients who require access to private markets and specialized credit, in addition to core public market exposures.

Assets & Accounts

Investments & Alternatives

Location & Offices