Castlepoint Wealth Advisors
Castlepoint Wealth Advisors (CRD# 205512) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $547,302,860 in 979 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management547MILLION
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Total Number of Accounts979ACCOUNTS
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Average Account Value$559,043
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
OK, TX
Drew Garner (CRD# 6739306) is an Investment Advisor Representative working at Castlepoint Wealth Advisors in Oklahoma City, OK and has over 7 years of experience in the finance industry.
Kendall King (CRD# 4449600) is an Investment Advisor Representative working at Castlepoint Wealth Advisors in Oklahoma City, OK and has over 21 years of experience in the finance industry.
Adam Leavitt (CRD# 4723014) is an Investment Advisor Representative working at Castlepoint Wealth Advisors in Oklahoma City, OK and has over 20 years of experience in the finance industry.
Jacob Weatherford (CRD# 6664716) is an Investment Advisor Representative working at Castlepoint Wealth Advisors in Oklahoma City, OK and has over 7 years of experience in the finance industry.
Edward Creegan (CRD# 7066088) is an Investment Advisor Representative working at Castlepoint Wealth Advisors in Oklahoma City, OK and has over 3 years of experience in the finance industry.
Adam Lee (CRD# 7423789) is an Investment Advisor Representative working at Castlepoint Wealth Advisors in Oklahoma City, OK and has over 2 years of experience in the finance industry.
Kian Rahmanzadeh (CRD# 7143107) is an Investment Advisor Representative working at Castlepoint Wealth Advisors in Oklahoma City, OK and has over 2 years of experience in the finance industry.