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CASTLEPOINT WEALTH ADVISORS

OKLAHOMA CITY, OK · CRD 205512 · IAPD ↗ · 405-705-2906

$751.4MRegulatory AUM
8Advisory reps
10Employees
0Clients
251-500Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — CASTLEPOINT WEALTH ADVISORS reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
December 2025 — CASTLEPOINT WEALTH ADVISORS notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2025 — CASTLEPOINT WEALTH ADVISORS notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — CASTLEPOINT WEALTH ADVISORS crossed $500M in regulatory AUM ($326.7M -> $547.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.