Adam Lee has been Chief Investment Officer of Ark & TLK Investments since July 2022, is not listed as a control person, but directly owns between 5% and 10% of the firm. Adam Lee holds a Bachelor of Business Administration in Accounting and Finance from the University of Oklahoma and a Master of Accountancy from the University of Oklahoma.
Ark & TLK Investments, LLC is an Oklahoma City, OK firm with $751M under management, 283 clients and 8 advisers across 2 offices, as of its September 2026 filing.
Adam Lee is Partner and CIO of Castlepoint Wealth Advisors. As Chief Investment Officer he leads the firm's Investment Committee, translating the firm's investment philosophy into an investment strategy and evaluating the funds, partners and investment vehicles used for clients. He began his career with PwC and then spent five years helping build a finance department at Love's Travel Stops.
- Castlepoint Wealth AdvisorsCurrent– present · 5 yearsOklahoma City, OK · Adviser representative · Firm CRD 205512
Investment adviser representative registrations
Adam Lee is registered as an investment adviser representative in Oklahoma, since September 2021.
- OklahomaSince 13 September 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 September 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Adam William Lee
- CRD
- 7423789
- Firm
- Ark & TLK Investments · CRD 205512
- Role
- Chief Investment Officer
- Office
- 7308 N. CLASSEN BLVD., Oklahoma City, OK 73116
- Registration
- Investment adviser registration
- In the industry since
- September 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- castlepointwealth.com
Where does Adam Lee work?
Adam Lee has been Chief Investment Officer of Ark & TLK Investments, LLC since July 2022.
Is Adam Lee a financial advisor?
Yes. Adam Lee has a current investment-adviser registration in Oklahoma, through Ark & TLK Investments since September 2021.
How many years of experience does Adam Lee have?
Adam Lee has 5 years in the financial industry, since September 2021, across 1 adviser firm.
What exams has Adam Lee passed?
Adam Lee passed the Series 65 in September 2021.
Where is Adam Lee based?
Adam Lee’s registered office is in Oklahoma City, OK.
Is Adam Lee registered with FINRA?
No. Adam Lee has no current broker registration.
How can I verify Adam Lee’s record?
Search CRD 7423789 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Adam Lee’s full registration record.
