Lauren Bellomo
Castle Island Wealth · Palm Beach Gardens, Florida
Lauren Bellomo is a fee-only financial advisor at Castle Island Wealth in Palm Beach Gardens, Florida. Lauren focuses on tax planning, small business owners and founders (pre-exit). Castle Island Wealth reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- High earners
Facts
| Firm | Castle Island Wealth |
|---|---|
| Based in | Palm Beach Gardens, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $117.2M across 233 accounts |
| SEC registration | Investment adviser representative in FL · CRD 8326450 |
| Exams passed | Series 65 (2026) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.castleislandwealth.com |
How Lauren's firm compares
- Castle Island Wealth's average account is about $503,000, from its Form ADV (assets managed divided by 233 accounts).
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Questions about Lauren
Is Lauren Bellomo a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lauren holds no broker registration, and Castle Island Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lauren charge for financial advice?
Lauren's firm, Castle Island Wealth, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Lauren Bellomo based?
Lauren Bellomo is based in Palm Beach Gardens, Florida.
What does Lauren specialize in?
Lauren's specialties include tax planning, small business owners and founders (pre-exit). Lauren works with high earners.
Is Lauren Bellomo registered with the SEC?
Yes. Lauren Bellomo is registered as an investment adviser representative in FL (CRD 8326450), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Castle Island Wealth manage?
Castle Island Wealth reports $117.2M across 233 accounts in assets under management.
How do I contact Lauren Bellomo?
Through Lauren's website, www.castleislandwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Castle Island Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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