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

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