SEC Form ADV · CIK 1825611

CYPRESS POINT WEALTH MANAGEMENT, LLC

Registered Investment AdviserTXVenture CapitalPrivate Equity
$1.5B
Assets Under Management
1,092
Total Clients
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Registration Details

CIK
1825611
Accession
CRD-143771
Location
DALLAS, TX
Filing Date
March 30, 2026
AUM
$1.5B
Total Clients
1,092
Amendment
No

Client Types

$1 billion - $10 billion

Investment Strategies

Venture CapitalPrivate Equity

About this Adviser

CYPRESS POINT WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in DALLAS, TX, managing approximately $1.5B in assets across 1,092 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.