Adam William Lee
Investment adviser representative at Castlepoint Wealth Advisors
10 yearsExperience
1 stateRegistered in
CFADesignation
$751.4MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Castlepoint Wealth AdvisorsAug 2021 to now
- Love's Travel StopsJul 2016 to Jul 2021
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (OK).
Castlepoint Wealth Advisors
Legal name: Ark & Tlk Investments, LLC
$751.4MAssets managed
283Clients
9Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7423789
- Firm CRD
- 205512