Cypress Point Wealth Management, Llc, TX — Investment Adviser | BuildTrust

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CYPRESS POINT WEALTH MANAGEMENT, LLC

Investment AdviceDALLAS, TX

Assets Under Management

$1.1B

Total AUM

Donut chart: Discretionary 933.3M, Non-Discretionary 139.8M
Category	Value
Discretionary	933.3M
Non-Discretionary	139.8M

Adviser Information

Field	Value
CRD Number	143771
SEC Number	801-67840
Street Address	3838 OAK LAWN AVE
Street Address 2	SUITE 1150
Location	DALLAS, TX 75219
Country	United States
Phone	214-736-8887
Fax	800-927-9516
Total Employees	22

Client Count by Type (176 Total)

Horizontal bar chart: High Net Worth Individual… 123, Individuals (other than H… 47, Corporations/Businesses 3, Pooled Investment Vehicle… 2, Charitable Organizations 1
Category	Value
High Net Worth Individual…	123
Individuals (other than H…	47
Corporations/Businesses	3
Pooled Investment Vehicle…	2
Charitable Organizations	1