Cypress Point Wealth Management, LLC

RIASEC RegisteredEst. 2007

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 operating as an LLC and SEC-registered since 2007. The firm positions itself as a capital allocator for individual and family clients, offering financial planning and discretionary portfolio management across individuals, small businesses, pooled investment vehicles and institutional accounts. Its fees combine a percentage-of-AUM schedule with fixed-fee arrangements. Cypress Point also serves as a sponsor/GP and managing member of pooled vehicles and has affiliations with a law firm, indicating an in-house or closely partnered capability for structuring private vehicles and placements. The firm lists itself as an active ESG investor and includes selection of other advisers as part of its service set.