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).
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Total Assets Under Management616MILLION
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Total Number of Accounts879ACCOUNTS
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Average Account Value$700,726
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CA, LA, TX
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.
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.
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.