Data / Investment advisers / Texas / Cypress Point Wealth Management, LLC
Cypress Point Wealth Management, LLC, Dallas, TX: $1.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Cypress Point Wealth Management, LLC is an SEC registered investment adviser with its main office in Dallas, Texas and reports $1.5 billion in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management and fixed fees. It advises 3 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 143771
- SEC file number
- 801-67840
- SEC status
- Approved, effective April 24, 2007
- Main office
- 3838 Oak Lawn Ave Suite 1150, Dallas, TX 75219
- Phone
- (214) 736-8887
- Website
- cypresspointwealth.com
- Regulatory AUM
- $1,465,685,639 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $1,260,073,614
- Non discretionary AUM
- $205,612,025
- Accounts
- 1,092
- Employees
- 12, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Private funds
- 3: 2 venture capital funds, 1 private equity fund
- Gross assets of private funds
- $21,343,572
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 132 | $1.40 billion |
| Corporations or other businesses | Fewer than 5 | $43 million |
| Individuals (other than high net worth individuals) | 45 | $19 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.47 billion | March 30, 2026 |
| December 1, 2025 | $1.07 billion | November 18, 2025 |
Other advisers in Dallas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Annandale Capital, LLC | Dallas | $1.55 billion | Not listed | adviserinfo.sec.gov |
| Hodges Capital Management Inc | Dallas | $1.55 billion | Not listed | adviserinfo.sec.gov |
| Greenbrier Partners Capital Management, LLC | Dallas | $1.54 billion | 1 | adviserinfo.sec.gov |
| Wallace Capital Management, Inc. | Dallas | $1.49 billion | 1 | adviserinfo.sec.gov |
| Ranger Investment Management,L.P. | Dallas | $1.48 billion | 1 | adviserinfo.sec.gov |
| Twin Tree Management, LP | Dallas | $1.46 billion | 1 | adviserinfo.sec.gov |
| Smith Group Asset Management, LLC | Dallas | $1.41 billion | Not listed | adviserinfo.sec.gov |
| Hudson Way Capital Management, LLC | Dallas | $1.40 billion | 4 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Dallas, TX
- Investment advisers in Texas
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Advisers that manage private funds
- Cypress Point Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.