# Castle Island Wealth

Castle Island Wealth is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://castleislandwealth.com

## Regulatory record

- **CRD number:** 287710
- **SEC file number:** 801-112273
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/287710

## About

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.

## Questions

### 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.

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Last updated: 2026-07-06T01:24:13.754Z

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