Castlepoint Wealth Advisors Revenue

Financial Services • Edmond, Oklahoma, United States • 11-20 Employees

Castlepoint Wealth Advisors revenue & valuation

Annual revenue	$1,112,215
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$3,600,000
Total funding	No funding

Key Contacts at Castlepoint Wealth Advisors

Reagan Herrera

Director Of Client Service & Operations

Melissa Ray

Director Of Client Services

Company overview

Headquarters	9112 N. Kelley Ave, Ste B-2, Oklahoma City, OK 73131, US
Phone number	+14057052906
Websites	castlepointwealth.com castleviewadvisors.com
NAICS	52
Founded	2015
Employees	11-20
Socials

Castlepoint Wealth Advisors Email Formats

Castlepoint Wealth Advisors uses 4 email formats. The most common is {first initial} (e.g., j@castlepointwealth.com), used 66.7% of the time.

Format	Example	Percentage
{first initial}	j@castlepointwealth.com	73.4%
{first name}	john@castlepointwealth.com	20%
{first name}{last name}	johndoe@castlepointwealth.com	6.7%

About Castlepoint Wealth Advisors

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 ourselves in an independent manner, absent any broker-dealer, to maximize our ability to provide our clients peace of mind, with objective and unbiased oversight of their assets. We believe that aligning our values alongside those of our clients is essential for achieving clients’ financial and life objectives. Clients of Castlepoint receive conflict-free advice from qualified and caring advisors that is aligned with client's goals and needs.

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Director

Manager

Employees by Department

Castlepoint Wealth Advisors has 8 employees across 4 departments.

Departments

Number of employees

Funding Data

Castlepoint Wealth Advisors has never raised funding before.

Castlepoint Wealth Advisors Tech Stack

Discover the technologies and tools that power Castlepoint Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Site Kit

Analytics

Swiper

JavaScript libraries

jQuery UI

JavaScript libraries

Hotjar

Analytics

Hello Elementor

WordPress themes

Module Federation

Miscellaneous

Elementor

Page builders

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Twitter Emoji

Font scripts

Frequently asked questions

Castlepoint Wealth Advisors is located in Edmond, Oklahoma, US.

You can reach Castlepoint Wealth Advisors at +14057052906.

Castlepoint Wealth Advisors generates an estimated annual revenue of $1,112,215. This revenue figure reflects the company's market position and business performance in its industry.

Castlepoint Wealth Advisors has an estimated valuation of $3,600,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Castlepoint Wealth Advisors was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

Castlepoint Wealth Advisors has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contacts at Castlepoint Wealth Advisors

Reagan Herrera

Director Of Client Service & Operations

Melissa Ray

Director Of Client Services

4.8

40,000 users