CASTLEPOINT WEALTH ADVISORS

7308 N. Classen Blvd.
Oklahoma City, Oklahoma 73116
Tel: 405-705-2906

About CASTLEPOINT WEALTH ADVISORS

CASTLEPOINT WEALTH ADVISORS, formally registered with the SEC as CASTLEPOINT WEALTH ADVISORS. The firm was established in 05/11/2015. They have over 2 offices throughout the country.

CASTLEPOINT WEALTH ADVISORS is a Oklahoma City, Oklahoma based Financial Planning firm with nearly $605,040,407 assets under management, offering retirement planning & investment advisory services to 1009 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	205512
SEC#	801-96254
Assets Managed by Firm	$605,040,407
No. of Clients	1009
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Other (TAX PREPARATION SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	1009	$605,040,407
Individuals (other than high net worth individuals)	129	$59,173,856
High net worth individuals	124	$504,485,146
Corporations or other businesses	5	$41,381,405

More Retirement Planning firms in Oklahoma City, Oklahoma:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAVANAL HILL INVESTMENT MANAGEMENT, INC. One Williams Center, 15th Floor Tulsa, OK, 74172-0172	$11,569,058,289	2265	50
EXCHANGE TRADED CONCEPTS, LLC 10900 Hefner Pointe Drive, Suite 400 Oklahoma City, OK, 73120	$10,174,416,057	84	17
CE INVESTMENT MANAGEMENT, LLC 9000 Cameron Parkway, 11th Floor Oklahoma City, OK, 73114	$6,272,435,135	6	17
CAPITAL ADVISORS, INC. 2222 South Utica Place, Suite 300 Tulsa, OK, 74114	$5,501,719,930	6518	59
EXENCIAL WEALTH ADVISORS 9108 N. Kelley Avenue Oklahoma City, OK, 73131	$5,015,687,471	10586	101

Explore More Retirement Advisors in Oklahoma City, Oklahoma

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.