Castle Island Wealth

CRD 287710 · Palm Beach Gardens, FL · $117.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 287710
SEC number: 801-112273
Firm type: RIA
Assets under management: $117.2M as of Apr 20, 2026
Website: www.castleislandwealth.com ↗
Phone: 561-208-3883
Address: 11300 US Highway 1, Palm Beach Gardens, FL, 33408

Advisors at this firm

4 in our index · page 1 of 1

Alexia MccluskeyCRD 6112071 · Palm Beach Gardens, FL

IA Registered
Jack Pulitzer MccluskeyCRD 7999029 · Palm Beach Gardens, FL

IA Registered
Kevin Michael MccluskeyCRD 2981542 · Palm Beach Gardens, FL

IA RegisteredRegistration inactive

Disclosure event(s) on record
William Thomas UrquhartCRD 2231391 · Boynton Beach, FL

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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