CRD: 143771
Cypress Point Wealth Management, LLC
$1.5B Total AUM
$1.3B Disc. AUM
22.1% 3Y CAGR
12 Employees
178 ADV. Clients
19 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Crest
- Established Date
- 04-24-2007
- Office Locations
- 2
Office Locations
3838 OAK Lawn AVE Suite 1150 Dallas TX
-- Austin TX
About Cypress Point Wealth Management, LLC
Cypress Point Wealth Management is a Dallas-based RIA serving retail and institutional clients with investment management and financial planning, including tax, estate, insurance, and business succession planning. Portfolios use ETFs and mutual funds alongside select alternatives and fixed income, emphasizing asset allocation and risk management. Operates on Schwab and Fidelity/NFS and uses Tamarac.
Team overview
41 AVG AGE
$366.4M AVG AUM / ADVISOR
$8.2M AVG AUM / CLIENT
8 yrs AVG TENURE
12 Employees
4 Advisory Reps
4 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Momentum momentum Value Capital foundation Alpha vertex Summit Radial horizon Harbor Catalyst wave Radial
Investment Themes
Peak radial Vector glacier Eagle value Momentum prime
Investment Vehicles
Zenith optima Value pioneer
Platform
Eagle timber Atlas
Services
Ridge Frontier Catalyst capital Catalyst vital Vector oak Vector signal Beacon prime Value vital Capital
Technology
Crest
Owner & Executives
J
JAMES FITZMORRIS KULL
Advisor, Managing Member
- CRD
- #4678116
- Ownership
- 50% but less than 75%
(500) 340-2771
bridge.summit@zenithcapital.com
in linkedin.com/in/vector-harbor
R
RONALD SCOTT BOYD
Chief Compliance Officer
- CRD
- --
- Ownership
- 5% but less than 10%
(432) 318-9272
vital.quantum@peakcapital.com
in linkedin.com/in/peak-harbor
F
Foundation optima
Glacier catalyst timber
- CRD
- #74280
- Ownership
- 23.5%
(523) 644-6202
horizon.vertex@horizoncapital.com
in linkedin.com/in/north-value
Showing 2 of 4 owners & executives
Unlock allContacts
J
JENNIFER N COOK
Wealth Advisor
- CRD
- #6804622
(874) 464-5859
capital.north@momentumcapital.com
in linkedin.com/in/vector-eagle
C
Carson Wright
Analyst
- CRD
- #7945619
(695) 874-6476
quantum.matrix@crestcapital.com
in linkedin.com/in/north-bridge
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,260,073,614 | $1,268,956 |
| Non-Discretionary | $205,612,025 | $2,076,889 |
| Total | $1,465,685,639 | $1,342,203 |
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Separately Managed Accounts
Total SMA Asset: $1,465,685,639
Equity - Exchange:
23.9% Public Funds:
7.0% Private Funds:
14.0% Cash:
13.5% Municipal Bonds:
22.6% U.S. Government/Agency:
19.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,138,775,441 | 23.9% |
| Public Funds | $626,419,585 | 7.0% |
| Private Funds | $1,252,839,171 | 14.0% |
| Cash | $1,208,094,915 | 13.5% |
| Municipal Bonds | $2,022,440,375 | 22.6% |
| U.S. Government/Agency | $1,700,281,732 | 19.0% |
| Total | $8,948,851,219 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VITAL DELTA | PEAK OPTIMA | IDXN6SWP5 | IGX | 11.67% | $21,707,740 |
| VITAL FUSION EAGLE | TIMBER RIDGE | WCZO4SXG5 | XSCT | 4.66% | $46,827,111 |
| MERIDIAN SIGNAL | VECTOR ELEMENT | FX9HQXHHC | AFA | 9.29% | $47,984,591 |
| CAPITAL ALPHA | UNISON FOUNDATION | BAQZ0MPRE | WBY | 10.15% | $35,604,398 |
| SIGNAL PATHWAY ATLAS | CAPITAL HORIZON | IPMHRP5VN | ZTXJ | 0.86% | $118,858,625 |
| HARBOR PRIME | VECTOR PEAK | 8FEOHJ3CQ | CRH | 2.99% | $45,555,413 |
| CATALYST SUMMIT UNISON | PATHWAY HARBOR | 84LXOFV45 | JYMJ | 10.27% | $62,298,920 |
| DELTA FUSION | CREST TIMBER | 5O4PN0C3Z | UNM | 11.88% | $17,405,968 |