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Building 2CYPRESS POINT WEALTH MANAGEMENT, LLC

Map pinDALLAS, TX
Phone214-736-8887
NotebookSEC #801-67840
Total AUM
$1.5B
Employees
12
Clients
178

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3838 OAK LAWN AVE
SUITE 1150
DALLAS
TX 75219
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
214-736-8887
Other Offices
1

ReceiptFinancials

Total AUM
$1.5B
Accounts
1,092
Discretionary
$1.3B
Accounts
993
Non-Discretionary
$205.6M
Accounts
99

ContactClients

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Individual Clients
45
AUM
$19M
HNW Individual Clients
132
AUM
$1.4B
Corporation or Business Clients
1
AUM
$43M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALANETX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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