Wealth manager, independent · Dallas, TX
Cypress Point Wealth Management, LLC
SEC-registered investment adviser · CRD 143771 · SEC 801-67840
At a glance
Cypress Point Wealth Management, LLC is an SEC-registered investment adviser based in Dallas, Texas, with $1.5B in regulatory assets under management as of its Form ADV filed March 30, 2026. It reports 177 individual clients, 132 of them high-net-worth, holding an average of about $8.0 million each, and 12 employees. That ranks it 753rd among the nation’s 5,657 independent wealth management RIAs and 47th of 367 in Texas. It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab.
Main office 214-736-8887cypresspointwealth.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.5B
- Rank among independent wealth managers
- #753 of 5,657
- Rank among all SEC RIAs
- #4,328 of 17,210
- Rank in Texas
- #47 of 367
- Individual clients
- 177
- High-net-worth clients
- 132
- Accounts
- 1,092
- Discretionary
- 86% of AUM
- Employees
- 12
- Advisory staff
- 4
- Offices
- 2
Owners and executives on its Form ADV
- James F. KullManaging Member
- Ronald S. BoydCCO
- Brandon D. RatzlaffMember
- Ai Vee N. McAninchSenior Vice President
Custody and brokerage
Broker-dealer
No broker-dealer ties
Cypress Point Wealth Management, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 132 | $1.4B | 96% |
| Corporations or other businesses | – | $43M | 3% |
| Individuals | 45 | $19M | 1% |
Private funds
Cypress Point Wealth Management, LLC reports 3 private funds with $21M in gross assets: private equity funds, venture capital funds (Form ADV Item 7.B).
Disciplinary disclosures
Cypress Point Wealth Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Selecting other advisers
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗cypresspointwealth.com ↗
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The full record on Cypress Point Wealth Management, LLC
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- Assets, accounts, clients and staff, ten years of filings
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- Rank against 2,572 peers of its type and size
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- 4 namedLocked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Texas
All of Texas →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Tanglewood Total Wealth Management, Inc.Houston | $1.6B | 417 |
| Astra Wealth Management GroupPlano | $1.6B | 964 |
| PER Stirling Capital Management, LLCAustin | $1.6B | 1,074 |
| 49 FinancialAustin | $1.4B | 3,771 |
| Howard Financial Services, LTD.Dallas | $1.4B | 410 |
| Penn Davis McFarland IncDallas | $1.4B | 211 |
Background
Questions
How much does Cypress Point Wealth Management, LLC manage?
Cypress Point Wealth Management, LLC reports $1.5B in regulatory assets under management across 1,092 accounts, 86% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
How many clients does Cypress Point Wealth Management, LLC have?
It reports 177 individual clients: 132 high-net-worth individuals and 45 other individuals. Individuals account for about 97% of its regulatory assets.
Where is Cypress Point Wealth Management, LLC headquartered?
Its main office is in Dallas, Texas. It reports 2 offices in total and 12 employees, 4 of whom perform investment advisory functions.
How does Cypress Point Wealth Management, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Cypress Point Wealth Management, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Fidelity and Charles Schwab. On Schedule D of its Form ADV filed March 30, 2026, it reports these amounts held: Fidelity ($76M); Charles Schwab ($18M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Cypress Point Wealth Management, LLC a hybrid RIA with a broker-dealer?
Cypress Point Wealth Management, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Cypress Point Wealth Management, LLC a fiduciary?
As an SEC-registered investment adviser, Cypress Point Wealth Management, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Cypress Point Wealth Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →