# Castlepoint Wealth Advisors

Castlepoint Wealth Advisors is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** castlepointwa.com
- **LinkedIn:** https://www.linkedin.com/company/castlepoint-wealth

## Regulatory record

- **CRD number:** 205512
- **SEC file number:** 801-96254
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/205512

## About

CASTLEPOINT WEALTH ADVISORS is an SEC-registered investment adviser in OKLAHOMA CITY, OK, registered since 2015. The firm manages $751 million in assets, with $717 million on a discretionary basis. It has 10 employees and 8 investment advisers.

## Sectors

- Private Credit
- Real Estate
- Insurance

## People

- Matthew J. Tehan — Founder and Managing Partner

## Questions

### Who runs investment decisions at Castlepoint Wealth Advisors?

Matthew J. Tehan, the firm's founder and managing partner, personally leads all investment and insurance strategy decisions. His background includes registered representative roles at several large broker-dealers before establishing the independent advisory practice. FINRA records confirm his ongoing registration and long tenure in the wealth management and insurance space.

### How does Castlepoint source its private real estate credit deals?

Deal flow originates through Tehan's direct relationships with sponsors and developers in secondary and tertiary markets, primarily in the Sunbelt and Mountain West regions. The firm also receives proprietary opportunities through its network of CPAs, estate attorneys, and insurance general agents. Castlepoint does not rely on marketed offerings or aggregator platforms for the majority of its credit placements.

### Which sectors does Castlepoint explicitly target or avoid?

Castlepoint targets private real estate credit backed by multifamily, industrial, and self-storage properties in non-gateway markets. The firm avoids development-stage equity, heavily correlated public securities, and insurance products without an institutional planning rationale. Its negative screen effectively excludes any investment that cannot be sensibly housed within an insurance or tax-advantaged trust structure.

### How does Castlepoint's compensation model differ from a typical RIA?

Unlike an AUM-centric RIA that charges a percentage of assets, Castlepoint's economics include insurance commissions and placement fees tied to policy performance and loan origination. This shifts advisor incentives away from gathering marketable securities and toward structuring durable insurance-credit vehicles. The firm holds both FINRA and state insurance registrations, a dual-compliance posture uncommon among fee-only RIAs.

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Last updated: 2026-06-03T20:00:00.000Z

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