Cypress Point Wealth Management, LLC

CRD 143771 · Dallas, TX · $1.5B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 143771
SEC number: 801-67840
Firm type: RIA
Assets under management: $1.5B as of Mar 30, 2026
Website: www.cypresspointwealth.com ↗
Phone: 214-736-8887
Address: 3838 Oak Lawn Ave, Dallas, TX, 75219

Advisors at this firm

4 in our index · page 1 of 1

Jennifer N CookCRD 6804622 · Dallas, TX

IA Registered
James Fitzmorris KullCRD 4678116 · Austin, TX

IA Registered
Brandon Darell RatzlaffCRD 4636704 · Dallas, TX

IA Registered
Carson WrightCRD 7945619 · Dallas, TX

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 143771 ↗ FINRA BrokerCheck record for firm CRD 143771 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.