Company

Castlepoint Wealth Advisors

Financial Services 9112 N. Kelley Ave 12 employees

Employees: 12
Contacts: 3
Emails: 3
Phones: 1

castlepointwealth.com LinkedIn

Castlepoint Wealth Advisors Overview

Headquarters: 9112 N. Kelley Ave
Website: castlepointwealth.com
Industry: Financial Services
Employees: 12
Founded: 2015
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Oklahoma City

About Castlepoint Wealth Advisors

Castlepoint Wealth Advisors is an independent Registered Investment Advisory (RIA) firm that provides investment and wealth management advice to individuals and families. We purposefully structured ourselves in an independent manner, absent any broker-dealer, to maximize our ability to provide our clients peace of mind, with objective and unbiased oversight of their assets. We believe that aligning our values alongside those of our clients is essential for achieving clients’ financial and life objectives. Clients of Castlepoint receive conflict-free advice from qualified and caring advisors that is aligned with client's goals and needs.

Castlepoint Wealth Advisors Contact Details

People in AeroLeads: 3
With contact data: 3
Email contacts: 3; 100.0% coverage
Phone contacts: 1; 33.3% coverage

Castlepoint Wealth Advisors Org Chart

Sample employees and titles

Name	Title	Location	Contact
Jake Weatherford, Mba, Cfp ®️	Partner at Castlepoint Wealth Advisors	Oklahoma City, Oklahoma, United States	Email
Adam Leavitt	Wealth Manager at Castlepoint	Tulsa, Oklahoma, United States	Email Phone
Kendall King		Oklahoma City Metropolitan Area, United States	Email