CRD: 287710
Castle Island Wealth
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-08-2018
- Office Locations
- 2
Office Locations
About Castle Island Wealth
Castle Island Wealth is a Florida-based investment advisory firm serving families and individuals with personalized planning and proactive portfolio management. The team integrates tax, legal, and risk considerations and formalizes an underwriting process to keep decisions aligned with each client’s investment policy statement. Portfolios are implemented largely with ETFs and mutual funds (with some municipal bonds), with custody via Charles Schwab.
Team overview
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Client Personas
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
KEVIN MICHAEL MCCLUSKEY
Chief Compliance Officer, Chief Executive Officer, Wealth Advisor
- CRD
- #2981542
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ALEXIA MCCLUSKEY
--
- CRD
- #6112071
JACK PULITZER MCCLUSKEY
--
- CRD
- #7999029
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $83,487,955 | $518,559 |
| Non-Discretionary | $33,711,497 | $468,215 |
| Total | $117,199,452 | $503,002 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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