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CASTLE ISLAND WEALTH

PALM BEACH GARDENS, FL · CRD 287710 · IAPD ↗ · castleislandwealth.com · 561-208-3883

$117.2MRegulatory AUM
3Advisory reps
5Employees
2Clients
26-50Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
October 2026 — CASTLE ISLAND WEALTH added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
48
May 2026 — CASTLE ISLAND WEALTH notice-filed in CA, LA, NE, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2026 — CASTLE ISLAND WEALTH added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
September 2024 — CASTLE ISLAND WEALTH moved its main office from WEST PALM BEACH, FL to PALM BEACH GARDENS, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
25
July 2024 — CASTLE ISLAND WEALTH changed its website from seahuntercapital.com to castleislandwealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
May 2024 — CASTLE ISLAND WEALTH notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2024 — SEA HUNTER CAPITAL is now doing business as CASTLE ISLAND WEALTH.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.