Sea Hunter Capital

Castle Island Wealth, a registered investment adviser based in Palm Beach Gardens, Florida, has been providing investment advisory services since January 2018. The firm offers discretionary and non-discretionary portfolio management services tailored to meet clients' needs and investment objectives. Clients can choose to have their assets managed using a predefined strategy or model portfolios developed by the firm. Castle Island Wealth may also use sub-advisers to manage a portion of client accounts on a discretionary basis. The firm provides financial planning services, financial consulting services, and pension consulting services to employee benefit plans. Clients must have a minimum of $1,000,000 to open and maintain an advisory account, although this minimum may be waived under certain circumstances. The firm charges an annual fee based on a percentage of assets under management, with fees negotiable depending on individual circumstances. Castle Island Wealth does not accept performance-based fees or participate in side-by-side management. The firm does not have any disciplinary information to report. Clients have the option to grant discretionary authority to manage their accounts, and the firm does not vote proxies on behalf of clients. Castle Island Wealth uses Charles Schwab & Co., Inc. as the custodian for client accounts and does not have custody of client funds or securities. The firm does not receive compensation for client referrals and does not engage in directed brokerage. Clients receive ongoing account monitoring and reviews, and the firm does not vote proxies on behalf of clients. Castle Island Wealth prioritizes client privacy and has policies in place to protect personal information. The firm does not vote proxies on behalf of clients and does not participate in class action lawsuits on behalf of clients. Clients are advised on IRA rollover considerations and trade errors are promptly addressed by the firm.