CYPRESS POINT WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,465,685,639
Discretionary
$1,260,073,614
Non-discretionary
$205,612,025
Firm details
- CRD number
- 143771
- SEC file number
- 801-67840
- Main office
- DALLAS, TX, United States
- Employees
- 12
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.