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CYPRESS POINT WEALTH MANAGEMENT, LLC
CRD 143771File 801-67840
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.47B
Above cohort median (national)
Discretionary AUM
$1.26B
Non-discretionary $205.6M
Clients
177
1,092 accounts
Employees
12
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 22 | 12 | decreased by10 |
| Apr 1, 2026 | Clients | 176 | 177 | increased by1 |
| Apr 1, 2026 | AUM | $1,073,078,125 | $1,465,685,639 | increased by$392,607,514 |
| Apr 1, 2026 | Accounts | 1,026 | 1,092 | increased by66 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 15 | 22 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 154 | 176 | increased by22 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $727,757,101 | $1,073,078,125 | increased by$345,321,024 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 821 | 1,026 | increased by205 |
| Apr 1, 2022 | Clients | 142 | 154 | increased by12 |
| Apr 1, 2022 | AUM | $629,656,612 | $727,757,101 | increased by$98,100,489 |
| Apr 1, 2022 | Accounts | 5,022 | 821 | decreased by4,201 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CYPRESS POINT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CYPRESS POINT” may also match similarly-named firms). Confirm identity against each filing.
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.