Cypress Point Wealth Management, LLC

Cypress Point Wealth Management, LLC (CRD# 143771) is a financial advisory firm headquartered in Dallas, TX. They manage $629,656,612 in 5,022 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    630
    MILLION
  • Total Number of Accounts
    5,022
    ACCOUNTS
  • Average Account Value
    $125,380
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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 - 2 of 2 top financial advisors.
1
James F. Kull
CRD#: 4678116
3838 Oak Lawn Ave, Suite 1150, Dallas, TX 75219

James Kull (CRD# 4678116) is an Investment Advisor Representative working at Cypress Point Wealth Management, LLC in Dallas, TX and has over 18 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
Brandon D. Ratzlaff
CRD#: 4636704
3838 Oak Lawn Ave, Suite 1150, Dallas, TX 75219

Brandon Ratzlaff (CRD# 4636704) is an Investment Advisor Representative working at Cypress Point Wealth Management, LLC in Dallas, TX and has over 17 years of experience in the finance industry. Brandon Ratzlaff 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.

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