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CYPRESS POINT WEALTH MANAGEMENT, LLC
3838 Oak Lawn Ave
Suite 1150
Dallas, Texas 75219
Tel: 214-736-8887
About CYPRESS POINT WEALTH MANAGEMENT, LLC
CYPRESS POINT WEALTH MANAGEMENT, LLC, formally registered with the SEC as CYPRESS POINT WEALTH MANAGEMENT, LLC. The firm was established in 04/24/2007. They have over 2 offices throughout the country.
CYPRESS POINT WEALTH MANAGEMENT, LLC is a Dallas, Texas based Financial Planning firm with nearly $797,672,725 assets under management, offering retirement planning & investment advisory services to 940 clients. The firm is staffed with 22 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 143771 |
| SEC# | 801-67840 |
| Assets Managed by Firm | $797,672,725 |
| No. of Clients | 940 |
| No. of Advisors | 22 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 940 | $797,672,725 |
| Individuals (other than high net worth individuals) | 45 | $18,194,540 |
| High net worth individuals | 106 | $749,226,396 |
| Charitable organizations | 1 | $6,941,749 |
| Corporations or other businesses | 3 | $15,312,864 |
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