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CASTLEPOINT WEALTH ADVISORS
Legal name: ARK & TLK INVESTMENTS, LLC
CRD 205512File 801-96254
APPROVED
Retail clients
Custody
Filing as of Aug 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$751.4M
Above cohort median (national)
Discretionary AUM
$717.4M
Non-discretionary $34.0M
Clients
283
1,139 accounts
Employees
10
Top 25% of cohort in OK
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- May 11, 2015
- Principal office
- 7308 N. CLASSEN BLVD., OKLAHOMA CITY, OK, 73116
- Phone
- 405-705-2906
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $751.4M
- Discretionary AUM
- $717.4M
- Non-discretionary AUM
- $34.0M
- Discretionary accounts
- 1,121
- Non-discretionary accounts
- 18
- Total accounts
- 1,139
- AUM per client
- $2.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $47.0M |
| High net worth individuals | 152 | $646.7M |
| Individuals (other than high net worth individuals) | 125 | $57.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.