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).

Current Firm Details
7308 N. Classen Blvd., Oklahoma City, OK 73116
https://www.facebook.com/cpwealth
By the Numbers
  • Total Assets Under Management
    547
    MILLION
  • Total Number of Accounts
    979
    ACCOUNTS
  • Average Account Value
    $559,043
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OK, TX

Financial Advisors at Castlepoint Wealth Advisors
Showing 1 - 7 of 7 top financial advisors.
1
Drew Garner, financial advisor Oklahoma City OK
Drew S. Garner
CRD#: 6739306
7308 N. Classen Blvd., Oklahoma City, OK 73116

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.

2
Kendall King, financial advisor Oklahoma City OK
Kendall W. King
CRD#: 4449600
7308 N. Classen Blvd., Oklahoma City, OK 73116

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.

3
Adam Leavitt, financial advisor Tulsa OK
Adam J. Leavitt
CRD#: 4723014
2021 S. Lewis Ave., Suite 440, Tulsa, OK 74104

Adam Leavitt (CRD# 4723014) is an Investment Advisor Representative working at Castlepoint Wealth Advisors in Tulsa, OK and has over 20 years of experience in the finance industry.

4
Jacob Weatherford, financial advisor Oklahoma City OK
Jacob N. Weatherford
CRD#: 6664716
7308 N. Classen Blvd., Oklahoma City, OK 73116

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.

5
Edward Creegan, financial advisor Oklahoma City OK
Edward T. Creegan
CRD#: 7066088
7308 N. Classen Blvd., Oklahoma City, OK 73116

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.

6
Adam Lee, financial advisor Oklahoma City OK
Adam W. Lee
CRD#: 7423789
7308 N. Classen Blvd., Oklahoma City, OK 73116

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.

7
Kian Rahmanzadeh, financial advisor Oklahoma City OK
Kian M. Rahmanzadeh
CRD#: 7143107
7308 N. Classen Blvd., Oklahoma City, OK 73116

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals