{ "crd_number": 143771, "slug": "cypress-point-wealth-management-llc-dallas-tx-143771", "primary_business_name": "CYPRESS POINT WEALTH MANAGEMENT, LLC", "legal_name": "CYPRESS POINT WEALTH MANAGEMENT, LLC", "dbas": [], "city": "Dallas", "state": "TX", "country": "United States", "cbsa_code": "19100", "metro": { "cbsa_code": "19100", "common_name": "Dallas", "msa_name": "Dallas-Fort Worth-Arlington, TX", "path": "/advisors/tx/dallas" }, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2007-04-24", "years_registered": 19, "period": "2026-10-01", "filing_date": "2026-03-30", "carried_forward": false, "raum_total": 1465685639.0, "raum_discretionary": 1260073614.0, "raum_non_discretionary": 205612025.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 12, "advisory_employees": 4, "client_count_bucket": "fewer_than_5_in_some_types", "clients_by_type": { "individuals": { "raum": 19045384.0, "count": 45 }, "high_net_worth_individuals": { "raum": 1403626251.0, "count": 132 }, "corporations_other_businesses": { "raum": 43014004.0, "count": null, "fewer_than_5": true } }, "compensation_types": [ "fixed", "percentage_of_aum" ], "advisory_activities": [ "financial_planning", "portfolio_management_businesses_institutional", "portfolio_management_individuals", "portfolio_management_pooled_vehicles", "selection_of_other_advisers" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "CA", "LA", "NE", "TX" ], "websites": [ "https://cypresspointwealth.com", "https://linkedin.com/company/16018669" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/143771", "city_as_filed": "DALLAS", "url": "https://advisorcensus.com/firm/cypress-point-wealth-management-llc-dallas-tx-143771", "display_name": "Cypress Point Wealth Management, LLC", "summary": "Cypress Point Wealth Management, LLC is an SEC-registered investment advisory firm in Dallas, TX, registered since 2007, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.", "citation": "AdvisorCensus. Cypress Point Wealth Management, LLC (CRD 143771): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Fixed fees (other than subscription fees)" ], "advisory_activity_labels": [ "Financial planning services", "Portfolio management for individuals and/or small businesses", "Portfolio management for pooled investment vehicles (other than investment companies)", "Portfolio management for businesses (other than small businesses) or institutional clients", "Selection of other advisers (including private fund managers)" ], "quick_answers": [ { "q": "How is Cypress Point Wealth Management, LLC compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Cypress Point Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)." }, { "q": "Where is Cypress Point Wealth Management, LLC located?", "a": "Cypress Point Wealth Management, LLC's principal office is in Dallas, TX, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)." }, { "q": "Is Cypress Point Wealth Management, LLC registered with the SEC or a state?", "a": "Cypress Point Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 143771." }, { "q": "How much does Cypress Point Wealth Management, LLC manage?", "a": "Cypress Point Wealth Management, LLC reports $1,465,685,639 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (86% discretionary)." }, { "q": "How have Cypress Point Wealth Management, LLC's assets and staff changed since 2021?", "a": "In the Form ADV data for Cypress Point Wealth Management, LLC: Regulatory assets under management: $629,656,612 in the October 2021 data and $1,465,685,639 in the October 2026 data, up 133%. Total employees: 15 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Cypress Point Wealth Management, LLC serve?", "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (132); individuals (other than high net worth individuals) (45)." }, { "q": "Which custodians does Cypress Point Wealth Management, LLC use?", "a": "Cypress Point Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets." }, { "q": "Does Cypress Point Wealth Management, LLC report any disciplinary disclosures?", "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/143771" }, { "q": "What changed in Cypress Point Wealth Management, LLC's recent Form ADV filings?", "a": "In the April 2026 filing data: Regulatory assets under management went from $1,073,078,125 to $1,465,685,639 (+37%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": 629656612.0, "total_employees": 15, "filing_date": "2021-03-25" }, { "period": "2022-10-01", "regulatory_assets_under_management": 727757101.0, "total_employees": 15, "filing_date": "2022-09-02" }, { "period": "2023-10-01", "regulatory_assets_under_management": 615938432.0, "total_employees": 21, "filing_date": "2023-08-24" }, { "period": "2024-10-01", "regulatory_assets_under_management": 797672725.0, "total_employees": 22, "filing_date": "2024-03-29" }, { "period": "2025-10-01", "regulatory_assets_under_management": 1073078125.0, "total_employees": 22, "filing_date": "2025-06-05" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1465685639.0, "total_employees": 12, "filing_date": "2026-03-30" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Regulatory assets under management went from $1,073,078,125 to $1,465,685,639 (+37%)." ] } ], "fees_from_brochure": null, "custodians": [ { "name": "Charles Schwab & Co., Inc.", "name_as_filed": "CHARLES SCHWAB & CO., INC.", "affiliated": false }, { "name": "Fidelity Brokerage Services LLC", "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC", "affiliated": false } ], "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.", "markdown_url": "https://advisorcensus.com/firm/cypress-point-wealth-management-llc-dallas-tx-143771.md", "clients": [ { "type": "individuals", "label": "Individuals (other than high net worth individuals)", "count": 45, "fewer_than_5": false, "raum": 19045384.0 }, { "type": "high_net_worth_individuals", "label": "High net worth individuals", "count": 132, "fewer_than_5": false, "raum": 1403626251.0 }, { "type": "corporations_other_businesses", "label": "Corporations or other businesses not listed above", "count": null, "fewer_than_5": true, "raum": 43014004.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/143771", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }