CYPRESS POINT WEALTH MANAGEMENT, LLC

CRD 143771File 801-67840

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.47B

Above cohort median (national)

Discretionary AUM

$1.26B

Non-discretionary $205.6M

Clients

177

1,092 accounts

Employees

Top 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Apr 24, 2007
Principal office: 3838 OAK LAWN AVE, SUITE 1150, DALLAS, TX, 75219
Phone: 214-736-8887
Website: HTTP://WWW.CYPRESSPOINTWEALTH.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.47B
Discretionary AUM: $1.26B
Non-discretionary AUM: $205.6M
Discretionary accounts: 993
Non-discretionary accounts: 99
Total accounts: 1,092
AUM per client: $8.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$43.0M
High net worth individuals	132	$1.40B
Individuals (other than high net worth individuals)	45	$19.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.