Castleview Wealth Advisors

Castleview Wealth Advisors (CRD# 205512) is a financial advisory firm headquartered in Oklahoma City, OK. They manage $146,751,000 in 124 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    147
    MILLION
  • Total Number of Accounts
    124
    ACCOUNTS
  • Average Account Value
    $1,183,476
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

LA, OK, TX

Financial Advisors at Castleview Wealth Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Drew S. Garner
CRD#: 6739306
9112 N. Kelley Avenue, Suite B-2, Oklahoma City, OK 73131
88
Wealthminder
score

Drew Garner (CRD# 6739306) is an Investment Advisor Representative working at Castleview Wealth Advisors in Oklahoma City, OK and has 1 year of experience in the finance industry.

2
Jacob N. Weatherford
CRD#: 6664716
9112 N. Kelley Avenue, Suite B-2, Oklahoma City, OK 73131
88
Wealthminder
score

Jacob Weatherford (CRD# 6664716) is an Investment Advisor Representative working at Castleview Wealth Advisors in Oklahoma City, OK and has 1 year of experience in the finance industry.

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