Cypress Point Wealth Management, LLC

RIASEC Registered

Total AUM

$1.5B

Discretionary

$1.3B

86% of AUM

Avg account

$1.3M

Accounts

1,092

Employees

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 143771
Registered since: April 24, 2007
Website: www.cypresspointwealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI95.77%
Corporations / Businesses2.93%
Individuals1.3%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Cypress Point Wealth Management, LLC is an independent registered investment adviser organized as an LLC. The firm is registered with the SEC (registered in 2007) and describes itself as a capital allocator serving mainly individual and family clients. Its fees are charged as a percentage of AUM and via fixed fees. Advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and institutions, and selection of third‑party advisers. Cypress Point also identifies as an active ESG investor and lists roles such as sponsor, general partner, and managing member for pooled investment vehicles, indicating it both sources and operates pooled strategies in addition to advising clients.