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CYPRESS POINT WEALTH MANAGEMENT, LLC

DALLAS, TX · CRD 143771 · IAPD ↗ · cypresspointwealth.com · 214-736-8887

$1.47BRegulatory AUM
4Advisory reps
12Employees
1Clients
51-100Planning clients
3Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2026 — CYPRESS POINT WEALTH MANAGEMENT, LLC reported RAUM up 37% ($1.07B -> $1.47B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
June 2025 — CYPRESS POINT WEALTH MANAGEMENT, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2025 — CYPRESS POINT WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($797.7M -> $1.07B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
63
April 2024 — CYPRESS POINT WEALTH MANAGEMENT, LLC reported RAUM up 30% ($615.9M -> $797.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — CYPRESS POINT WEALTH MANAGEMENT, LLC grew from 1 to 3 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.