Cypress Point Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 30, 2026, reports $1.5B in regulatory assets under management, 12 employees, 1 office, and 1,092 accounts.
Assets Under Management
$1.5B
Employees
12
Offices
1 office
Total Clients
177
Primary office
DALLAS, TX
3838 OAK LAWN AVE, SUITE 1150, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 74.6% of total clients.
Top client categories% of clientsClients
1
HNWI
74.6%
132
2
Individuals
25.4%
45
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of March 30, 2026
Discretionary86.0%
$1.3B
86% of total RAUM86.0%
Non-discretionary14.0%
$206M
14% of total RAUM14.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.5B
Total Accounts1,092
10Y AUM Change+$905M (+161.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee15:1
10Y Employee Change+1 (+9.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.