Senior Vice President · Cypress Point Wealth Management, LLC
Ai Vee N. McAninch
CRD 7541180 · Named on Form ADV at one SEC-registered adviser
At a glance
Cypress Point Wealth Management, LLC, an SEC-registered wealth manager based in Dallas, TX with $1.5 billion in regulatory assets, lists Ai Vee N. McAninch on its Form ADV as Senior Vice President, a control person.
Firms and roles
- Cypress Point Wealth Management, LLCSenior Vice PresidentWealth manager · Dallas, TX · $1.5B in regulatory assets
AtlasMembers
Ai’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- James F. KullManaging Member, Cypress Point Wealth Management, LLC
- Ronald S. BoydCCO, Cypress Point Wealth Management, LLC
- Brandon D. RatzlaffMember, Cypress Point Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ai’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.