Castlepoint Wealth Advisors Information
Contact top employees from
Castlepoint Wealth Advisors
Summary
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 ou...Show more
Organization Website | castlepointwealth.com |
Phone Number | 4057052906 |
Industries | |
Headquarters Location | 9112 N. Kelley Ave, Oklahoma City, OK, 73131 US |
Employees Size | 10-50 employees |
Founded | 2015 |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at Castlepoint Wealth Advisors shows a diverse range of experience levels:
7% have been with the company for less than 1 year14% for 1–2 years21% for 3–4 years43% for 5–7 years14% for 8–10 yearsContact top employees from
Castlepoint Wealth Advisors
Kendall King
Founder and CEO
Kendell Jordan
Office Coordinator
Adam Leavitt
Wealth Manager
Drew Garner
Partner
Melissa Ray
Director of Client Services
Jake Weatherford
Partner
Kristen Buchman
Advisor
Reagan Herrera
Director of Client Service & Operations
Kian Rahmanzadeh
Advisor
Alecia Weaver
Receptionist
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FAQ
Castlepoint Wealth Advisors operates in the Finance industries. More details can be found on the official website: castlepointwealth.com.
The headquarters of Castlepoint Wealth Advisors are located in Oklahoma City, United States.
You can contact Castlepoint Wealth Advisors by phone at 4057052906.
Castlepoint Wealth Advisors currently employs 10-50 people.
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