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
10
Clients
101
Accounts
1,009
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $605M | $575.5M | $29.5M | 10 | 0 |
| Nov 2025 | $605M | $575.5M | $29.5M | 10 | 0 |
| Apr 2025 | $605M | $575.5M | $29.5M | 10 | 0 |
| Feb 2025 | $605M | $575.5M | $29.5M | 10 | 0 |
| Jan 2025 | $547.3M | $519.9M | $27.4M | 10 | 0 |
| Jun 2024 | $547.3M | $519.9M | $27.4M | 10 | 0 |
| Apr 2024 | $547.3M | $519.9M | $27.4M | 10 | 0 |
| Mar 2024 | $547.3M | $519.9M | $27.4M | 10 | 0 |
| Nov 2023 | $326.7M | $317.1M | $9.6M | 10 | 0 |
| Jul 2023 | $326.7M | $317.1M | $9.6M | 10 | 0 |
| May 2023 | $326.7M | $317.1M | $9.6M | 10 | 0 |
| May 2023 | $326.7M | $317.1M | $9.6M | 11 | 0 |
| Mar 2023 | $326.7M | $317.1M | $9.6M | 10 | 0 |
| Sep 2022 | $382.8M | $357.9M | $24.9M | 9 | 0 |
| Mar 2022 | $382.8M | $357.9M | $24.9M | 9 | 0 |
| Mar 2022 | $382.8M | $357.9M | $24.9M | 9 | 0 |
| Jun 2021 | $310.8M | $287.2M | $23.6M | 8 | 0 |
| Jun 2021 | $310.8M | $287.2M | $23.6M | 8 | 0 |
| Mar 2021 | $310.8M | $287.2M | $23.6M | 8 | 0 |
| Jun 2020 | $272M | $262M | $10M | 7 | 0 |
| Jun 2020 | $272M | $262M | $10M | 7 | 0 |
| May 2020 | $272M | $262M | $10M | 7 | 0 |
| Feb 2020 | $272M | $262M | $10M | 7 | 0 |
| Feb 2020 | $272M | $262M | $10M | 7 | 0 |
| Nov 2019 | $209.4M | $177M | $32.4M | 7 | 0 |
| Aug 2019 | $209.4M | $177M | $32.4M | 7 | 0 |
| Apr 2019 | $209.4M | $177M | $32.4M | 7 | 0 |
| Feb 2019 | $209.4M | $177M | $32.4M | 7 | 0 |
| Nov 2018 | $146.8M | $136.4M | $10.4M | 4 | 0 |
| Sep 2018 | $146.8M | $136.4M | $10.4M | 4 | 0 |
| Jun 2018 | $146.8M | $136.4M | $10.4M | 4 | 0 |
| Feb 2018 | $146.8M | $136.4M | $10.4M | 4 | 0 |
| Oct 2017 | $115M | $102M | $13M | 4 | 0 |
| May 2017 | $115M | $102M | $13M | 4 | 100 |
| Mar 2017 | $115M | $102M | $13M | 4 | 100 |
| Jan 2017 | $115M | $102M | $13M | 4 | 100 |
| Dec 2016 | $108.9M | $100.3M | $8.6M | 4 | 100 |
| Dec 2016 | $108.9M | $100.3M | $8.6M | 4 | 100 |
| Jul 2016 | $108.9M | $100.3M | $8.6M | 4 | 100 |
| Jan 2016 | $108.9M | $100.3M | $8.6M | 4 | 100 |
| Nov 2015 | $100.1M | $86.9M | $13.2M | 1 | 0 |
| Oct 2015 | $100.1M | $86.9M | $13.2M | 1 | 0 |
| Sep 2015 | $100.1M | $86.9M | $13.2M | 1 | 0 |
| Aug 2015 | $100.1M | $86.9M | $13.2M | 1 | 0 |
| May 2015 | $0 | $0 | $0 | 1 | 0 |
| May 2015 | $0 | $0 | $0 | 1 | 0 |
| Apr 2015 | $0 | $0 | $0 | 1 | 0 |
DateDec 2025
Total AUM$605M
Discretionary$575.5M
Non-Disc.$29.5M
Employees10
Clients0
DateNov 2025
Total AUM$605M
Discretionary$575.5M
Non-Disc.$29.5M
Employees10
Clients0
DateApr 2025
Total AUM$605M
Discretionary$575.5M
Non-Disc.$29.5M
Employees10
Clients0
DateFeb 2025
Total AUM$605M
Discretionary$575.5M
Non-Disc.$29.5M
Employees10
Clients0
DateJan 2025
Total AUM$547.3M
Discretionary$519.9M
Non-Disc.$27.4M
Employees10
Clients0
DateJun 2024
Total AUM$547.3M
Discretionary$519.9M
Non-Disc.$27.4M
Employees10
Clients0
DateApr 2024
Total AUM$547.3M
Discretionary$519.9M
Non-Disc.$27.4M
Employees10
Clients0
DateMar 2024
Total AUM$547.3M
Discretionary$519.9M
Non-Disc.$27.4M
Employees10
Clients0
DateNov 2023
Total AUM$326.7M
Discretionary$317.1M
Non-Disc.$9.6M
Employees10
Clients0
DateJul 2023
Total AUM$326.7M
Discretionary$317.1M
Non-Disc.$9.6M
Employees10
Clients0
DateMay 2023
Total AUM$326.7M
Discretionary$317.1M
Non-Disc.$9.6M
Employees10
Clients0
DateMay 2023
Total AUM$326.7M
Discretionary$317.1M
Non-Disc.$9.6M
Employees11
Clients0
DateMar 2023
Total AUM$326.7M
Discretionary$317.1M
Non-Disc.$9.6M
Employees10
Clients0
DateSep 2022
Total AUM$382.8M
Discretionary$357.9M
Non-Disc.$24.9M
Employees9
Clients0
DateMar 2022
Total AUM$382.8M
Discretionary$357.9M
Non-Disc.$24.9M
Employees9
Clients0
DateMar 2022
Total AUM$382.8M
Discretionary$357.9M
Non-Disc.$24.9M
Employees9
Clients0
DateJun 2021
Total AUM$310.8M
Discretionary$287.2M
Non-Disc.$23.6M
Employees8
Clients0
DateJun 2021
Total AUM$310.8M
Discretionary$287.2M
Non-Disc.$23.6M
Employees8
Clients0
DateMar 2021
Total AUM$310.8M
Discretionary$287.2M
Non-Disc.$23.6M
Employees8
Clients0
DateJun 2020
Total AUM$272M
Discretionary$262M
Non-Disc.$10M
Employees7
Clients0
DateJun 2020
Total AUM$272M
Discretionary$262M
Non-Disc.$10M
Employees7
Clients0
DateMay 2020
Total AUM$272M
Discretionary$262M
Non-Disc.$10M
Employees7
Clients0
DateFeb 2020
Total AUM$272M
Discretionary$262M
Non-Disc.$10M
Employees7
Clients0
DateFeb 2020
Total AUM$272M
Discretionary$262M
Non-Disc.$10M
Employees7
Clients0
DateNov 2019
Total AUM$209.4M
Discretionary$177M
Non-Disc.$32.4M
Employees7
Clients0
DateAug 2019
Total AUM$209.4M
Discretionary$177M
Non-Disc.$32.4M
Employees7
Clients0
DateApr 2019
Total AUM$209.4M
Discretionary$177M
Non-Disc.$32.4M
Employees7
Clients0
DateFeb 2019
Total AUM$209.4M
Discretionary$177M
Non-Disc.$32.4M
Employees7
Clients0
DateNov 2018
Total AUM$146.8M
Discretionary$136.4M
Non-Disc.$10.4M
Employees4
Clients0
DateSep 2018
Total AUM$146.8M
Discretionary$136.4M
Non-Disc.$10.4M
Employees4
Clients0
DateJun 2018
Total AUM$146.8M
Discretionary$136.4M
Non-Disc.$10.4M
Employees4
Clients0
DateFeb 2018
Total AUM$146.8M
Discretionary$136.4M
Non-Disc.$10.4M
Employees4
Clients0
DateOct 2017
Total AUM$115M
Discretionary$102M
Non-Disc.$13M
Employees4
Clients0
DateMay 2017
Total AUM$115M
Discretionary$102M
Non-Disc.$13M
Employees4
Clients100
DateMar 2017
Total AUM$115M
Discretionary$102M
Non-Disc.$13M
Employees4
Clients100
DateJan 2017
Total AUM$115M
Discretionary$102M
Non-Disc.$13M
Employees4
Clients100
DateDec 2016
Total AUM$108.9M
Discretionary$100.3M
Non-Disc.$8.6M
Employees4
Clients100
DateDec 2016
Total AUM$108.9M
Discretionary$100.3M
Non-Disc.$8.6M
Employees4
Clients100
DateJul 2016
Total AUM$108.9M
Discretionary$100.3M
Non-Disc.$8.6M
Employees4
Clients100
DateJan 2016
Total AUM$108.9M
Discretionary$100.3M
Non-Disc.$8.6M
Employees4
Clients100
DateNov 2015
Total AUM$100.1M
Discretionary$86.9M
Non-Disc.$13.2M
Employees1
Clients0
DateOct 2015
Total AUM$100.1M
Discretionary$86.9M
Non-Disc.$13.2M
Employees1
Clients0
DateSep 2015
Total AUM$100.1M
Discretionary$86.9M
Non-Disc.$13.2M
Employees1
Clients0
DateAug 2015
Total AUM$100.1M
Discretionary$86.9M
Non-Disc.$13.2M
Employees1
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0