RIA · CRD 287710SEC-Registered

Updated:

Castle Island Wealth

CASTLE ISLAND WEALTH is an SEC-registered investment adviser in PALM BEACH GARDENS, FL, registered since 2018. The firm manages $117 million in assets, $83...

Castle Island Wealth

CASTLE ISLAND WEALTH is an SEC-registered investment adviser in PALM BEACH GARDENS, FL, registered since 2018. The firm manages $117 million in assets, $83 million on a discretionary basis. It employs 5 staff and 3 investment advisers.

General information

Firm type

RIA

Frequently asked questions

Who runs Castle Island Wealth?

No principals are publicly named for Castle Island Wealth. The firm does not appear in regulatory filings, media coverage, or industry databases (per public record). Without disclosed leadership, the investment decision-making structure is unknown.

Where is Castle Island Wealth based?

The firm's headquarters location is not publicly documented. No office addresses, city, or region are listed in any credible source (per public record).

How does Castle Island Wealth source deals?

The firm has not disclosed its deal sourcing methods. There is no public record of direct investments, co-investments, or fund commitments. Without any public filings or announcements, its sourcing model remains opaque.

What sectors does Castle Island Wealth invest in?

No sector preferences are publicly known. The firm has not published any investment thesis, sector tags, or portfolio companies. As a result, its sector focus is entirely undisclosed.

Is Castle Island Wealth a single-family or multi-family office?

The firm's type is not publicly classified. With no disclosure of wealth origin or family structure, it is unclear whether it operates as a single-family office or a multi-family office.

Does Castle Island Wealth manage philanthropic vehicles?

There is no public record of any philanthropic foundation or charitable vehicle associated with Castle Island Wealth. The firm has not disclosed any related entities (per public record).

What is Castle Island Wealth's AUM?

AUM is undisclosed. The firm has never publicly reported an assets-under-management figure, and there are no credible third-party estimates available (per public record).

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