Castle Island Wealth
Castle Island Wealth is an SEC-registered mass-market adviser in Palm Beach Gardens, FL with $117.2M assets under management (AUM, regulatory AUM), -3% over one year. See who owns Castle Island Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 287710, SEC 801-112273, data through 2026-04-20.
- AUM (assets under management / regulatory AUM)
- $117.2M (2026-04-20)
- Firm type
- Mass-Market Adviser
- Location
- Palm Beach Gardens, FL
- Employees
- 5
- Clients
- 146
- CRD
- 287710
- Ownership
- MCCLUSKEY, KEVIN, MICHAEL; LEIDY, ROBERT, PEALE POLK
How much AUM does Castle Island Wealth have?
Castle Island Wealth reported $117.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-20).
Who owns Castle Island Wealth?
Disclosed owners and executives of Castle Island Wealth include MCCLUSKEY, KEVIN, MICHAEL, LEIDY, ROBERT, PEALE POLK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.