Cypress Point Wealth Management, LLC
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
FINTRXOverview
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.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities38%
- Public Funds/Mutual Funds38%
- Private Funds14%
- Cash & Cash Equivalents5%
- State & Local Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 65Active vs passive
$311M in ETFs
25%
$79.1M
71%
$232M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $64.2M | 1,443,326 | 20.60% |
Location
Dallas, TX
Dallas
Location
Dallas, TX
Headquartered in Dallas, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Dallas
- Address
- 3838 Oak Lawn Ave
- Time zone
- CT (UTC-6)
- Office locations
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