CYPRESS POINT WEALTH MANAGEMENT, LLC

CRD 143771 · SEC 801-67840

Visit website

3838 OAK LAWN AVE, SUITE 1150, DALLAS, TX, 75219, United States

Phone

214-736-8887

Fax

800-927-9516

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.47B

Discretionary AUM

$1.26B

Team

12 total employees; 4 advisory reps; 1 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisers

Client types

Type	Clients	AUM
Individuals	45	$19.0M
High net worth individuals	132	$1.40B

States served

CA, LA, NE, TX

All web addresses on file

HTTP://WWW.CYPRESSPOINTWEALTH.COM
https://www.linkedin.com/company/16018669/

Official SEC filing: View on IAPD