ARK & TLK INVESTMENTS, LLC

CASTLEPOINT WEALTH ADVISORS
OKLAHOMA CITY, Oklahoma·5 registered advisors·CRD# 205512
SEC# 801-962541405-705-2906
01

Firm Overview

AUM
$547M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ARK & TLK INVESTMENTS, LLC

5 registered advisors
Adam William Lee
OKLAHOMA CITY, Oklahoma
Drew Spencer Garner
OKLAHOMA CITY, Oklahoma
Jacob Nolan Weatherford
OKLAHOMA CITY, Oklahoma
Kendall Wayne King
OKLAHOMA CITY, Oklahoma
Melissa Kaye Ray
OKLAHOMA CITY, Oklahoma
05

Office Locations

OKLAHOMA CITY, Oklahoma
5 advisors

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Data sourced from SEC Form ADV filings. ARK & TLK INVESTMENTS, LLC (CRD# 205512) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.