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CASTLEPOINT WEALTH ADVISORS
ARK & TLK INVESTMENTS, LLC
CRD 205512 · SEC 801-96254
7308 N. CLASSEN BLVD., OKLAHOMA CITY, OK, 73116, United States
Phone
405-705-2906
Fax
405-563-9748
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$751.4M
Discretionary AUM
$717.4M
Team
10 total employees; 8 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersTAX PREPARATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 125 | $57.8M |
| High net worth individuals | 152 | $646.7M |
| Corporations/business entities | 6 | $47.0M |
States served
CO, OK, TX, NH
All web addresses on file
Official SEC filing: View on IAPD