# Cypress Point Wealth Management, LLC

> 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.

- CRD: 143771
- Filed as: CYPRESS POINT WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dallas, TX
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/143771
- AdvisorCensus page: https://advisorcensus.com/firm/cypress-point-wealth-management-llc-dallas-tx-143771

## Quick answers

**How is Cypress Point Wealth Management, LLC compensated?**
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).

**Where is Cypress Point Wealth Management, LLC located?**
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).

**Is Cypress Point Wealth Management, LLC registered with the SEC or a state?**
Cypress Point Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 143771.

**How much does Cypress Point Wealth Management, LLC manage?**
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).

**How have Cypress Point Wealth Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Cypress Point Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (132); individuals (other than high net worth individuals) (45).

**Which custodians does Cypress Point Wealth Management, LLC use?**
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.

**Does Cypress Point Wealth Management, LLC report any disciplinary disclosures?**
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

**What changed in Cypress Point Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $1,073,078,125 to $1,465,685,639 (+37%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,465,685,639
- Discretionary: $1,260,073,614
- Non-discretionary: $205,612,025

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 45 | $19,045,384 |
| High net worth individuals | 132 | $1,403,626,251 |
| Corporations or other businesses not listed above | Fewer than 5 | $43,014,004 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2007 (19 years)
- Employees: 12 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Austin, TX

### Websites listed on Form ADV (Item 1.I)
- cypresspointwealth.com
- LinkedIn @16018669

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $629,656,612 | 15 | March 25, 2021 |
| October 2022 | $727,757,101 | 15 | September 2, 2022 |
| October 2023 | $615,938,432 | 21 | August 24, 2023 |
| October 2024 | $797,672,725 | 22 | March 29, 2024 |
| October 2025 | $1,073,078,125 | 22 | June 5, 2025 |
| October 2026 | $1,465,685,639 | 12 | March 30, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $1,073,078,125 to $1,465,685,639 (+37%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cypress Point Wealth Management, LLC (CRD 143771): Form ADV filing data as of October 2026.