Allocator Index · CRD 205512
CASTLEPOINT WEALTH ADVISORS
Oklahoma City, OK · 405-705-2906 · linkedin.com/company/castlepoint-wealth
Fit score
54
- aum $250M-$3.0B+22
- hnw>=75+16
- hnw_majority+8
- employees 3-60+8
HNW clients
152
Other individuals
125
HNW assets
$646.7M
Total AUM
$751.4M
Employees
10
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
None reported.