PALM BEACH GARDENS, FLCRD 287710Latest ADV April 20, 2026
Castle Island Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Palm Beach Gardens, FL. Its latest Form ADV filing, dated April 20, 2026, reports $117M in regulatory assets under management, 5 employees, 1 office, and 233 accounts.
Assets Under Management
$117M
Employees
5
Offices
1 office
Total Clients
146
Primary office
PALM BEACH GARDENS, FL
11300 US HIGHWAY 1, SUITE 600, PALM BEACH GARDENS, FL, United States
Top client segmentIndividuals represent 76.7% of total clients.
Top client categories% of clientsClients
1
Individuals
76.7%
112
2
HNWI
23.3%
34
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$117Mas of April 20, 2026
Discretionary71.2%
$83M
71% of total RAUM71.2%
Non-discretionary28.8%
$34M
29% of total RAUM28.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$117M
Total Accounts233
10Y AUM Change+$117M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee29:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.