Castlepoint Wealth Advisors

Who works here

• AL
  Adam James Leavitt
• AL
  Adam William Lee
• DG
  Drew Spencer Garner
• EC
  Edward Thomas Creegan
• JW
  Jacob Nolan Weatherford
• KK
  Kendall Wayne King
• KR
  Kian Michael Rahmanzadeh
• KS
  Kortland Christopher Snowden
• KB
  Kristen Dawn Buchman

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management

Castlepoint Wealth Advisors

Legal name: Ark & TLK Investments, LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

205512