Cypress Point Wealth Management, LLC

EST. AUM
$1,465,685,639

CONTACTS
4

CLIENT ACCOUNTS
1,092

Firm Details

Metro area Dallas
CRD Number 143771
Website cypresspointwealth.com
Client types

Overview

Cypress Point Wealth Management, LLC is a Dallas-based advisory firm that manages a mix of discretionary and non-discretionary accounts, with a total regulatory asset under management amounting to over $650 million for a variety of clients including individuals, high net worth individuals, pooled investment vehicles, and corporations. The firm focuses significantly on high net worth individuals, holding the largest portion of its assets under their management Their recent activities include significant trades in companies like Brooklyn ImmunoTherapeutics Inc, Affirm Holdings Inc, and Unity Software Inc, among others. They also made new purchases in companies such as Robinhood Markets Inc, Vanguard Ultra-Short Bond ETF, and Blend Labs Inc. The firm's investment strategy is evidenced by their active portfolio management, adding and reducing shares in various companies based on their strategic decisions Cypress Point Wealth Management provides a comprehensive range of services, including financial planning and portfolio management for individuals and small businesses, as well as managing pooled investment vehicles and offering services to businesses or institutional clients. They offer a fee-based structure, which can include a percentage of assets under management or fixed fees for certain services, catering to a wide array of client need

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Cypress Point Wealth Management, LLC

Platform Details

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