Cypress Point Wealth Management, LLC

Cypress Point Wealth Management, LLC (CRD# 143771) is a financial advisory firm headquartered in Dallas, TX. They manage $517,000,000 in 220 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    517
    MILLION
  • Total Number of Accounts
    220
    ACCOUNTS
  • Average Account Value
    $2,350,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, LA, TX

Financial Advisors at Cypress Point Wealth Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
James F. Kull
CRD#: 4678116
3838 Oak Lawn Ave Ste 1550, Dallas, TX 75219
96
Wealthminder
score

James Kull (CRD# 4678116) is an Investment Advisor Representative working at Cypress Point Wealth Management, LLC in Dallas, TX and has over 13 years of experience in the finance industry. James Kull has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jerry D. Mallonee
CRD#: 4567085
3838 Oak Lawn Ave Ste 1550, Dallas, TX 75219
96
Wealthminder
score

Jerry Mallonee (CRD# 4567085) is an Investment Advisor Representative working at Cypress Point Wealth Management, LLC in Dallas, TX and has over 14 years of experience in the finance industry. Jerry Mallonee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
William H. Litton
CRD#: 5197235
3838 Oak Lawn Ave Ste 1550, Dallas, TX 75219
93
Wealthminder
score

William Litton (CRD# 5197235) is an Investment Advisor Representative working at Cypress Point Wealth Management, LLC in Dallas, TX and has over 9 years of experience in the finance industry.

4
William W. Taylor
CRD#: 2821259
3838 Oak Lawn Ave Ste 1550, Dallas, TX 75219
93
Wealthminder
score

William Taylor (CRD# 2821259) is an Investment Advisor Representative working at Cypress Point Wealth Management, LLC in Dallas, TX and has over 19 years of experience in the finance industry.

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