ARK & TLK INVESTMENTS, LLC

Legal name: CASTLEPOINT WEALTH ADVISORS

CRD #205512 SEC #801-96254 OKLAHOMA CITY, OK 405-705-2906

SEC Registered

Total AUM

$605M

Discretionary

$575.5M

Employees

Clients

101

Accounts

1,009

Firm Details

Organization Type: Limited Liability Company
State of Formation: Oklahoma
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Dec 22, 2025
Branch Offices: 1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
Lee, Adam, William	I	CHIEF INVESTMENT OFFICER	NA
Lee, Adam, William	I	CHIEF INVESTMENT OFFICER	NA
Lee, Adam, William	I	CHIEF INVESTMENT OFFICER	NA
Lee, Adam, William	I	CHIEF INVESTMENT OFFICER	NA
Lee, Adam, William	I	CHIEF INVESTMENT OFFICER	NA
RAY, MELISSA, KAYE	I	CHIEF COMPLIANCE OFFICER	NA
RAY, MELISSA, KAYE	I	CHIEF COMPLIANCE OFFICER	NA
RAY, MELISSA, KAYE	I	CHIEF COMPLIANCE OFFICER	NA
RAY, MELISSA, KAYE	I	PARTNER, DIRECTOR OF CLIENT SERVICES	NA
RAY, MELISSA, KAYE	I	PARTNER, DIRECTOR OF CLIENT SERVICES	NA
RAY, MELISSA, KAYE	I	PARTNER, DIRECTOR OF CLIENT SERVICES	NA
RAY, MELISSA, KAYE	I	PARTNER, DIRECTOR OF CLIENT SERVICES	NA
RAY, MELISSA, KAYE	I	PARTNER, DIRECTOR OF CLIENT SERVICES	NA
RAY, MELISSA, KAYE	I	PARTNER, DIRECTOR OF CLIENT SERVICES	NA
RAY, MELISSA, KAYE	I	PARTNER, DIRECTOR OF CLIENT SERVICES	NA
RAY, MELISSA, KAYE	I	PARTNER, DIRECTOR OF CLIENT SERVICES	NA
Ray, Melissa	I	CHIEF COMPLIANCE OFFICER	NA
KING, KENDALL, WAYNE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER	E	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER	E	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER	E	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER	E	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER	E	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER	E	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER	E	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER	E	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER	E	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER	E	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER	E	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER	E	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER	E	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER	E	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER	E	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER	D	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER	D	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER	D	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER	D	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER	D	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER	D	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER	D	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER	D	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER	D	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER	D	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER	D	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER	D	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER	D	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER	D	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER	D	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER	D	Control
KING, KENDALL, WAYNE	I	MANAGING MEMBER	D	Control
Garner, Drew, Spencer	I	PARTNER, COO, WEALTH ADVISOR	B
Garner, Drew, Spencer	I	PARTNER, COO, WEALTH ADVISOR	B
Garner, Drew, Spencer	I	PARTNER, COO, WEALTH ADVISOR	B
Garner, Drew, Spencer	I	PARTNER, COO, WEALTH ADVISOR	B
Garner, Drew, Spencer	I	PARTNER, COO, WEALTH ADVISOR	B
Garner, Drew, Spencer	I	PARTNER, COO, WEALTH ADVISOR	B
Garner, Drew, Spencer	I	PARTNER, COO, WEALTH ADVISOR, CHIEF COMPLIANCE OFFICER	B	Control
Garner, Drew, Spencer	I	PARTNER, COO, WEALTH ADVISOR, CHIEF COMPLIANCE OFFICER	B	Control
Garner, Drew, Spencer	I	PARTNER, COO, WEALTH ADVISOR	B
Garner, Drew, Spencer	I	PARTNER, COO, WEALTH ADVISOR, CHIEF COMPLIANCE OFFICER	B	Control
Garner, Drew, Spencer	I	PARTNER, COO, WEALTH ADVISOR, CHIEF COMPLIANCE OFFICER	B	Control
Garner, Drew, Spencer	I	PARTNER, COO, WEALTH ADVISOR, CHIEF COMPLIANCE OFFICER	B	Control
Garner, Drew, Spencer	I	PARTNER, COO, WEALTH ADVISOR, CHIEF COMPLIANCE OFFICER	B	Control
Garner, Drew, Spencer	I	PARTNER, COO, WEALTH ADVISOR, CHIEF COMPLIANCE OFFICER	B	Control
Garner, Drew, Spencer	I	PARTNER, COO, WEALTH ADVISOR, CHIEF COMPLIANCE OFFICER	B	Control
Garner, Drew, Spencer	I	PARTNER, COO, WEALTH ADVISOR, CHIEF COMPLIANCE OFFICER	B	Control
Garner, Drew, Spencer	I	PARTNER, COO, WEALTH ADVISOR, CHIEF COMPLIANCE OFFICER	B	Control
Weatherford, Jacob, Nolan	I	PARTNER, WEALTH ADVISOR	B
Weatherford, Jacob, Nolan	I	PARTNER, WEALTH ADVISOR	B
Weatherford, Jacob, Nolan	I	PARTNER, WEALTH ADVISOR	B
Weatherford, Jacob, Nolan	I	PARTNER, WEALTH ADVISOR	B
Weatherford, Jacob, Nolan	I	PARTNER, WEALTH ADVISOR	B
Weatherford, Jacob, Nolan	I	PARTNER, WEALTH ADVISOR	B
Weatherford, Jacob, Nolan	I	PARTNER, WEALTH ADVISOR	B
Weatherford, Jacob, Nolan	I	PARTNER, WEALTH ADVISOR	B
Weatherford, Jacob, Nolan	I	PARTNER, WEALTH ADVISOR	B
Weatherford, Jacob, Nolan	I	PARTNER, WEALTH ADVISOR	B
Weatherford, Jacob, Nolan	I	PARTNER, WEALTH ADVISOR	B
Weatherford, Jacob, Nolan	I	PARTNER, WEALTH ADVISOR	B
Weatherford, Jacob, Nolan	I	PARTNER, WEALTH ADVISOR	B
Weatherford, Jacob, Nolan	I	PARTNER, WEALTH ADVISOR	B
Weatherford, Jacob, Nolan	I	PARTNER, WEALTH ADVISOR	B
Weatherford, Jacob, Nolan	I	PARTNER, WEALTH ADVISOR	B
Weatherford, Jacob, Nolan	I	PARTNER, WEALTH ADVISOR	B
Garner, Drew, Spencer	I	PARTNER, COO, WEALTH ADVISOR	A
Garner, Drew, Spencer	I	PARTNER, COO, WEALTH ADVISOR	A
Garner, Drew, Spencer	I	PARTNER, COO, WEALTH ADVISOR	A
Garner, Drew, Spencer	I	PARTNER, COO, WEALTH ADVISOR	A
Garner, Drew, Spencer	I	PARTNER, COO, WEALTH ADVISOR	A
Garner, Drew, Spencer	I	PARTNER, COO, WEALTH ADVISOR	A
Garner, Drew, Spencer	I	PARTNER, COO, WEALTH ADVISOR	A
Garner, Drew, Spencer	I	PARTNER, COO, WEALTH ADVISOR	A
Garner, Drew, Spencer	I	PARTNER, COO, WEALTH ADVISOR	A
Garner, Drew, Spencer	I	PARTNER, COO, WEALTH ADVISOR	A
Lee, Adam, William	I	CHIEF INVESTMENT OFFICER	A
Lee, Adam, William	I	CHIEF INVESTMENT OFFICER	A
Lee, Adam, William	I	CHIEF INVESTMENT OFFICER	A
Lee, Adam, William	I	CHIEF INVESTMENT OFFICER	A
Lee, Adam, William	I	CHIEF INVESTMENT OFFICER	A
Lee, Adam, William	I	CHIEF INVESTMENT OFFICER	A
Lee, Adam, William	I	CHIEF INVESTMENT OFFICER	A
Lee, Adam, William	I	CHIEF INVESTMENT OFFICER	A
RAY, MELISSA, KAYE	I	PARTNER, CHIEF COMPLIANCE OFFICER, DIRECTOR OF CLIENT SERVICES	A
RAY, MELISSA, KAYE	I	PARTNER, CHIEF COMPLIANCE OFFICER, DIRECTOR OF CLIENT SERVICES	A
RAY, MELISSA, KAYE	I	PARTNER, CHIEF COMPLIANCE OFFICER, DIRECTOR OF CLIENT SERVICES	A
RAY, MELISSA, KAYE	I	PARTNER, CHIEF COMPLIANCE OFFICER, DIRECTOR OF CLIENT SERVICES	A
RAY, MELISSA, KAYE	I	PARTNER, CHIEF COMPLIANCE OFFICER, DIRECTOR OF CLIENT SERVICES	A
RAY, MELISSA, KAYE	I	PARTNER, CHIEF COMPLIANCE OFFICER, DIRECTOR OF CLIENT SERVICES	A
RAY, MELISSA, KAYE	I	PARTNER, CHIEF COMPLIANCE OFFICER, DIRECTOR OF CLIENT SERVICES	A
RAY, MELISSA, KAYE	I	PARTNER, CHIEF COMPLIANCE OFFICER, DIRECTOR OF CLIENT SERVICES	A
RAY, MELISSA, KAYE	I	PARTNER, CHIEF COMPLIANCE OFFICER, DIRECTOR OF CLIENT SERVICES	A
RAY, MELISSA, KAYE	I	PARTNER, CHIEF COMPLIANCE OFFICER, DIRECTOR OF CLIENT SERVICES	A
RAY, MELISSA, KAYE	I	PARTNER, CHIEF COMPLIANCE OFFICER, DIRECTOR OF CLIENT SERVICES	A
RAY, MELISSA, KAYE	I	PARTNER, CHIEF COMPLIANCE OFFICER, DIRECTOR OF CLIENT SERVICES	A
RAY, MELISSA, KAYE	I	PARTNER, CHIEF COMPLIANCE OFFICER, DIRECTOR OF CLIENT SERVICES	A
RAY, MELISSA, KAYE	I	PARTNER, CHIEF COMPLIANCE OFFICER, DIRECTOR OF CLIENT SERVICES	A
RAY, MELISSA, KAYE	I	PARTNER, CHIEF COMPLIANCE OFFICER, DIRECTOR OF CLIENT SERVICES	A
RAY, MELISSA, KAYE	I	PARTNER, CHIEF COMPLIANCE OFFICER, DIRECTOR OF CLIENT SERVICES	A
RAY, MELISSA, KAYE	I	PARTNER, DIRECTOR OF CLIENT SERVICES	A
RAY, MELISSA, KAYE	I	PARTNER, DIRECTOR OF CLIENT SERVICES	A
RAY, MELISSA, KAYE	I	PARTNER, CHIEF COMPLIANCE OFFICER, DIRECTOR OF CLIENT SERVICES	A
Weatherford, Jacob, Nolan	I	PARTNER, WEALTH ADVISOR	A
Weatherford, Jacob, Nolan	I	PARTNER, WEALTH ADVISOR	A
Weatherford, Jacob, Nolan	I	PARTNER, WEALTH ADVISOR	A
Weatherford, Jacob, Nolan	I	PARTNER, WEALTH ADVISOR	A
Weatherford, Jacob, Nolan	I	PARTNER, WEALTH ADVISOR	A
Weatherford, Jacob, Nolan	I	PARTNER, WEALTH ADVISOR	A
Weatherford, Jacob, Nolan	I	PARTNER, WEALTH ADVISOR	A
Weatherford, Jacob, Nolan	I	PARTNER, WEALTH ADVISOR	A
Weatherford, Jacob, Nolan	I	PARTNER, WEALTH ADVISOR	A
Weatherford, Jacob, Nolan	I	PARTNER, WEALTH ADVISOR	A

Registrations

Federal

Dec 22, 2025 REGISTERED

Notice Filings (5)

CO LA NH OK TX

Address

7308 N. CLASSEN BLVD.
OKLAHOMA CITY, OK 73116
United States

Phone: 405-705-2906