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ARK & TLK INVESTMENTS, LLC

UUIDbf33c912-2c17-5da1-be0b-50760c7453d0
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:53
Updated2025-10-23 02:23:53

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 205512 205512 1.0
sec_file_number 801-96254 801-96254

Profile

WebsiteHTTPS://WWW.FACEBOOK.COM/CPWealth
HQ CityOKLAHOMA CITY
HQ StateOK
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • CASTLEPOINT WEALTH ADVISORS adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)605,040,407.0
  • RAUM (discretionary)575,537,058.0
  • Actionable assets545,866,551.0
  • Accounts1,009.0

Institutional Clients

  • Government AUM
  • Pension AUM
  • Charitable AUM
  • HNW AUM504,485,146.0

As of 2025-04-08 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.