Fee-only adviser · Palm Beach Gardens, FL
Castle Island Wealth
Castle Island Wealth is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Palm Beach Gardens, Florida. On its latest Form ADV, filed September 15, 2026, it reports $117M in regulatory assets under management, 146 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 287710 · SEC file 801-112273 |
| Office | 11300 US Highway 1 Suite 600 Palm Beach Gardens, FL 33408 |
| Phone | (561) 208-3883 |
| Website | www.castleislandwealth.com |
| Regulatory assets under management | $117M ($83M discretionary) |
| Individual clients | 112 non-high-net-worth, 34 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 15, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Palm Beach Gardens
- Dakota Wealth, LLC $6.9B
- Montello Wealth Management, Inc. $108M
- Lri Investments $2.8B
- Atticus Wealth Management $565M
- Digital Asset Investment Management $80M
- Nexwealth LLC $172M
See all 20 fee-only advisers in Palm Beach Gardens →
Nearby
- North Palm Beach 4 firms
- Juno Beach 2 firms
- Riviera Beach 1 firm
- Jupiter 11 firms
- West Palm Beach 21 firms
- Palm Beach 9 firms
- Royal Palm Beach 1 firm
- Lake Worth Beach 1 firm
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