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CASTLEPOINT WEALTH ADVISORS
OKLAHOMA CITY, OK
405-705-2906
SEC #801-96254Total AUM
$751.4M
Employees
10Clients
283Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
7308 N. CLASSEN BLVD.
OKLAHOMA CITY
OK 73116
United States
OKLAHOMA CITY
OK 73116
United States
Operating Hours
SEE ABOVE
MON - THURS 8AM - 5PM FRIDAY 8AM - 12PM
MON - THURS 8AM - 5PM FRIDAY 8AM - 12PM
Phone
405-705-2906
Other Offices
1
Financials
Total AUM
$751.4M
Accounts
1,139Discretionary
$717.4M
Accounts
1,121Non-Discretionary
$34M
Accounts
18
Clients
Individual Clients
125AUM
$57.8M
HNW Individual Clients
152AUM
$646.7M
Corporation or Business Clients
6AUM
$47M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX PREPARATION SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CONHOKTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.