Adam J. Leavitt
CASTLEPOINT WEALTH ADVISORS
Tulsa, OK 74104
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CRD#: 4723014
Professional summary
Adam James Leavitt, CFP® is a registered financial advisor currently at CASTLEPOINT WEALTH ADVISORS located in Tulsa, Oklahoma.
Adam is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Adam has worked at 3 firms and has passed the Series 65 exam.
Question & Answer
What are your service offerings?
Tax Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Investment Planning
Estate Planning
Retirement Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
Investment Advice with Ongoing...
Retirement Plan Investment Adv...
Tax Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Ann Landrith Holdings, LLC: Investment related. 2259 S. Troost Ave. Tulsa OK 74114. Family Investment Holding Company. Managing member since 2001. Approximately 10 hours/month during trading hours. duties include all matters related to investments. TULSA MUNICIPAL EMPLOYEES RETIREMENT PLAN TRUSTEE SINCE 2014 INVESTMENT RELATED
CRS (Client Relationship Summary) - RIA
Click below to view Adam James Leavitt's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2004
Experience
Current
May 3, 2023 - Present
CASTLEPOINT WEALTH ADVISORS
Office #1: 2021 S. Lewis Ave., Suite 440, Tulsa, OK 74104RIA
CRD#: 205512
Tulsa, OK
Past
August 8, 2006 - May 10, 2023
HOGANTAYLOR WEALTH
RIA
CRD#: 129696
TULSA, OK
Past
January 2, 2004 - November 15, 2007
RED ROCK FINANCIAL ADVISORY
RIA
CRD#: 129030
TULSA, OK
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CASTLEPOINT WEALTH ADVISORS
ARK & TLK INVESTMENTS, LLC | GUARDIA WEALTH ADVISORS, LLC | GUARDIA WEALTH ADVISORS | GUARDIA WEALTH | CASTLEVIEW WEALTH ADVISORS | CASTLEPOINT WEALTH ADVISORS | CASTLE VIEW ADVISORS
CRD#: 205512 / SEC#: 801-96254
RIA
Registered Investment Advisory firm - (5/11/2015 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Oklahoma(5/3/2023)
Current Firm
CW
CASTLEPOINT WEALTH ADVISORS
ARK & TLK INVESTMENTS, LLC | GUARDIA WEALTH ADVISORS, LLC | GUARDIA WEALTH ADVISORS | GUARDIA WEALTH | CASTLEVIEW WEALTH ADVISORS | CASTLEPOINT WEALTH ADVISORS | CASTLE VIEW ADVISORS
CRD#: 205512 / SEC#: 801-96254
RIA
Registered Investment Advisory firm - (5/11/2015 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7308 N. Classen Blvd., Oklahoma City, OK 73116
Mailing Address
Phone number
(405) 705-2906
Established
Firm type
Fiscal year end
# of Employees
10
SEC notice filing (2 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,009 |
| AUM (Assets Under Management) | $ 605,040,407 |
Red Flags
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Company Information
CASTLEPOINT WEALTH ADVISORS
CRD#: 205512Tulsa, OK 74104TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
