Wealth Manager
    SEC Registered
    Manages Private Funds

    Castlepoint Wealth Advisors

    Registered investment advisor · Oklahoma City, Oklahoma · CRD #205512

    Assets Under Management
    $751M
    Client Accounts
    1,139
    Employees
    10
    CRD Number
    205512
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Castlepoint Wealth Advisors

    Castlepoint Wealth Advisors is an independent investment advisory firm offering personalized investment strategies, tax planning, and retirement consulting to help clients achieve their financial goals. Founded in 2015, it operates without affiliations to broker-dealers to provide unbiased advice. Located in Oklahoma City, it serves clients nationwide.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Castlepoint Wealth Advisors

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    Frequently Asked Questions

    What is Castlepoint Wealth Advisors's AUM?

    Castlepoint Wealth Advisors reports approximately $751M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Castlepoint Wealth Advisors headquartered?

    Castlepoint Wealth Advisors is headquartered in Oklahoma City, Oklahoma.

    What is Castlepoint Wealth Advisors's CRD number?

    Castlepoint Wealth Advisors's CRD number is 205512. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Castlepoint Wealth Advisors manage?

    Castlepoint Wealth Advisors manages approximately 1,139 client accounts according to its latest SEC filing.

    Is Castlepoint Wealth Advisors SEC registered?

    Yes, Castlepoint Wealth Advisors is registered with the SEC as an investment adviser with an approved registration status.

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