# Castleview Wealth Advisors

Castleview Wealth Advisors is a Bank / Wealth / Trust based in Oklahoma City, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Oklahoma City, United States
- **Region:** North America
- **Address:** Oklahoma City, OK, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** castlepointwealth.com
- **LinkedIn:** https://www.linkedin.com/company/castlepoint-wealth

## Regulatory record

- **Reports private funds:** No

## About

Explore financial advisor services from Castlepoint Wealth Advisors in Tulsa, OK. We work hard to help clients achieve their financial goals. Contact us today.

## Questions

### How does Castleview construct investment portfolios for clients?

Castleview builds globally diversified portfolios spanning equities, fixed income, and alternative investments, tailored to each client's tax situation, liquidity needs, and long-term objectives. The approach blends passive and active strategies, with a heavy public-markets orientation relative to direct private-equity or real-asset deal-by-deal investing common among dedicated family offices.

### What is the firm's known posture on wealth transfer and estate planning?

As a wealth advisory practice, Castleview integrates financial planning with investment management, meaning intergenerational wealth transfer, tax efficiency, and estate coordination are central service components. The firm's fiduciary RIA structure allows it to coordinate with clients' external tax and legal advisors without pushing in-house products.

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

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