Cypress Point Wealth Management, LLC

Cypress Point Wealth Management, LLC (CRD# 143771) is a financial advisory firm headquartered in Dallas, TX. They manage $615,938,432 in 879 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    616
    MILLION
  • Total Number of Accounts
    879
    ACCOUNTS
  • Average Account Value
    $700,726
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
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 - 3 of 3 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 20 years of experience in the finance industry.

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 19 years of experience in the finance industry.

3
Jennifer N. Cook
CRD#: 6804622
3838 Oak Lawn Ave, Suite 1150, Dallas, TX 75219

Jennifer Cook (CRD# 6804622) is an Investment Advisor Representative working at Cypress Point Wealth Management, LLC in Dallas, TX and has 1 year of experience in the finance industry.

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