CYPRESS POINT WEALTH MANAGEMENT, LLC
CRD #143771 SEC #801-67840 DALLAS, TX 214-736-8887
SEC Registered Private Funds
Total AUM
$1.1B
Discretionary
$933.3M
Employees
22
Clients
51
Accounts
1,026
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.1B | $933.3M | $139.8M | 22 | 0 |
| Aug 2025 | $1.1B | $933.3M | $139.8M | 22 | 0 |
| Jun 2025 | $1.1B | $933.3M | $139.8M | 22 | 0 |
| May 2025 | $1.1B | $933.3M | $139.8M | 22 | 0 |
| Apr 2025 | $1.1B | $933.3M | $139.8M | 22 | 0 |
| Mar 2025 | $1.1B | $933.3M | $139.8M | 22 | 0 |
| Mar 2025 | $797.7M | $687.1M | $110.6M | 22 | 0 |
| Feb 2025 | $797.7M | $687.1M | $110.6M | 22 | 0 |
| Mar 2024 | $797.7M | $687.1M | $110.6M | 22 | 0 |
| Oct 2023 | $615.9M | $521.8M | $94.1M | 21 | 2 |
| Aug 2023 | $615.9M | $521.8M | $94.1M | 21 | 2 |
| May 2023 | $615.9M | $521.8M | $94.1M | 21 | 2 |
| Mar 2023 | $615.9M | $521.8M | $94.1M | 21 | 2 |
| Feb 2023 | $727.8M | $626.2M | $101.5M | 21 | 2 |
| Jan 2023 | $727.8M | $626.2M | $101.5M | 21 | 2 |
| Sep 2022 | $727.8M | $626.2M | $101.5M | 15 | 2 |
| Aug 2022 | $727.8M | $626.2M | $101.5M | 15 | 2 |
| May 2022 | $727.8M | $626.2M | $101.5M | 15 | 2 |
| Apr 2022 | $727.8M | $626.2M | $101.5M | 15 | 2 |
| Mar 2022 | $727.8M | $626.2M | $101.5M | 15 | 2 |
| Jan 2022 | $629.7M | $514.1M | $115.5M | 15 | 1 |
| Mar 2021 | $629.7M | $514.1M | $115.5M | 15 | 1 |
| Oct 2020 | $689.2M | $599.3M | $89.9M | 17 | 7 |
| Jun 2020 | $689.2M | $599.3M | $89.9M | 17 | 7 |
| Mar 2020 | $689.2M | $599.3M | $89.9M | 17 | 7 |
| Nov 2019 | $652.2M | $607.8M | $44.3M | 16 | 10 |
| Aug 2019 | $652.2M | $607.8M | $44.3M | 16 | 10 |
| Mar 2019 | $591.4M | $549.4M | $42M | 17 | 10 |
| Mar 2018 | $571.2M | $539.4M | $31.7M | 16 | 10 |
| Sep 2017 | $576M | $508M | $68M | 12 | 200 |
| Aug 2017 | $561M | $493M | $68M | 11 | 200 |
| Mar 2017 | $561M | $493M | $68M | 11 | 200 |
| Jul 2016 | $517M | $400M | $117M | 9 | 200 |
| Mar 2016 | $517M | $400M | $117M | 9 | 200 |
| Jun 2015 | $486.8M | $356.3M | $130.5M | 10 | 200 |
| Apr 2015 | $454.1M | $403.9M | $50.2M | 7 | 200 |
| Apr 2014 | $495.1M | $348.5M | $146.6M | 7 | 200 |
| Feb 2014 | $330M | $330M | $0 | 7 | 193 |
| May 2013 | $228.6M | $225.5M | $3.1M | 7 | 193 |
| Jan 2013 | $180.4M | $177.6M | $2.8M | 4 | 190 |
| Apr 2012 | $180.4M | $177.6M | $2.8M | 1 | 190 |
| Jul 2011 | $160.2M | $157.6M | $2.6M | 5 | -- |
| Jun 2011 | $160.2M | $157.6M | $2.6M | 5 | -- |
| Jul 2010 | $157.2M | $157.2M | $0 | 5 | -- |
| Jul 2010 | $157.2M | $157.2M | $0 | 5 | -- |
| Mar 2008 | $111.7M | $111.7M | $0 | 5 | -- |
| Aug 2007 | $68.5M | $67.4M | $1.1M | 5 | -- |
| May 2007 | $0 | $0 | $0 | 5 | -- |
| Apr 2007 | $0 | $0 | $0 | 5 | -- |
DateNov 2025
Total AUM$1.1B
Discretionary$933.3M
Non-Disc.$139.8M
Employees22
Clients0
DateAug 2025
Total AUM$1.1B
Discretionary$933.3M
Non-Disc.$139.8M
Employees22
Clients0
DateJun 2025
Total AUM$1.1B
Discretionary$933.3M
Non-Disc.$139.8M
Employees22
Clients0
DateMay 2025
Total AUM$1.1B
Discretionary$933.3M
Non-Disc.$139.8M
Employees22
Clients0
DateApr 2025
Total AUM$1.1B
Discretionary$933.3M
Non-Disc.$139.8M
Employees22
Clients0
DateMar 2025
Total AUM$1.1B
Discretionary$933.3M
Non-Disc.$139.8M
Employees22
Clients0
DateMar 2025
Total AUM$797.7M
Discretionary$687.1M
Non-Disc.$110.6M
Employees22
Clients0
DateFeb 2025
Total AUM$797.7M
Discretionary$687.1M
Non-Disc.$110.6M
Employees22
Clients0
DateMar 2024
Total AUM$797.7M
Discretionary$687.1M
Non-Disc.$110.6M
Employees22
Clients0
DateOct 2023
Total AUM$615.9M
Discretionary$521.8M
Non-Disc.$94.1M
Employees21
Clients2
DateAug 2023
Total AUM$615.9M
Discretionary$521.8M
Non-Disc.$94.1M
Employees21
Clients2
DateMay 2023
Total AUM$615.9M
Discretionary$521.8M
Non-Disc.$94.1M
Employees21
Clients2
DateMar 2023
Total AUM$615.9M
Discretionary$521.8M
Non-Disc.$94.1M
Employees21
Clients2
DateFeb 2023
Total AUM$727.8M
Discretionary$626.2M
Non-Disc.$101.5M
Employees21
Clients2
DateJan 2023
Total AUM$727.8M
Discretionary$626.2M
Non-Disc.$101.5M
Employees21
Clients2
DateSep 2022
Total AUM$727.8M
Discretionary$626.2M
Non-Disc.$101.5M
Employees15
Clients2
DateAug 2022
Total AUM$727.8M
Discretionary$626.2M
Non-Disc.$101.5M
Employees15
Clients2
DateMay 2022
Total AUM$727.8M
Discretionary$626.2M
Non-Disc.$101.5M
Employees15
Clients2
DateApr 2022
Total AUM$727.8M
Discretionary$626.2M
Non-Disc.$101.5M
Employees15
Clients2
DateMar 2022
Total AUM$727.8M
Discretionary$626.2M
Non-Disc.$101.5M
Employees15
Clients2
DateJan 2022
Total AUM$629.7M
Discretionary$514.1M
Non-Disc.$115.5M
Employees15
Clients1
DateMar 2021
Total AUM$629.7M
Discretionary$514.1M
Non-Disc.$115.5M
Employees15
Clients1
DateOct 2020
Total AUM$689.2M
Discretionary$599.3M
Non-Disc.$89.9M
Employees17
Clients7
DateJun 2020
Total AUM$689.2M
Discretionary$599.3M
Non-Disc.$89.9M
Employees17
Clients7
DateMar 2020
Total AUM$689.2M
Discretionary$599.3M
Non-Disc.$89.9M
Employees17
Clients7
DateNov 2019
Total AUM$652.2M
Discretionary$607.8M
Non-Disc.$44.3M
Employees16
Clients10
DateAug 2019
Total AUM$652.2M
Discretionary$607.8M
Non-Disc.$44.3M
Employees16
Clients10
DateMar 2019
Total AUM$591.4M
Discretionary$549.4M
Non-Disc.$42M
Employees17
Clients10
DateMar 2018
Total AUM$571.2M
Discretionary$539.4M
Non-Disc.$31.7M
Employees16
Clients10
DateSep 2017
Total AUM$576M
Discretionary$508M
Non-Disc.$68M
Employees12
Clients200
DateAug 2017
Total AUM$561M
Discretionary$493M
Non-Disc.$68M
Employees11
Clients200
DateMar 2017
Total AUM$561M
Discretionary$493M
Non-Disc.$68M
Employees11
Clients200
DateJul 2016
Total AUM$517M
Discretionary$400M
Non-Disc.$117M
Employees9
Clients200
DateMar 2016
Total AUM$517M
Discretionary$400M
Non-Disc.$117M
Employees9
Clients200
DateJun 2015
Total AUM$486.8M
Discretionary$356.3M
Non-Disc.$130.5M
Employees10
Clients200
DateApr 2015
Total AUM$454.1M
Discretionary$403.9M
Non-Disc.$50.2M
Employees7
Clients200
DateApr 2014
Total AUM$495.1M
Discretionary$348.5M
Non-Disc.$146.6M
Employees7
Clients200
DateFeb 2014
Total AUM$330M
Discretionary$330M
Non-Disc.$0
Employees7
Clients193
DateMay 2013
Total AUM$228.6M
Discretionary$225.5M
Non-Disc.$3.1M
Employees7
Clients193
DateJan 2013
Total AUM$180.4M
Discretionary$177.6M
Non-Disc.$2.8M
Employees4
Clients190
DateApr 2012
Total AUM$180.4M
Discretionary$177.6M
Non-Disc.$2.8M
Employees1
Clients190
DateJul 2011
Total AUM$160.2M
Discretionary$157.6M
Non-Disc.$2.6M
Employees5
Clients--
DateJun 2011
Total AUM$160.2M
Discretionary$157.6M
Non-Disc.$2.6M
Employees5
Clients--
DateJul 2010
Total AUM$157.2M
Discretionary$157.2M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$157.2M
Discretionary$157.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$111.7M
Discretionary$111.7M
Non-Disc.$0
Employees5
Clients--
DateAug 2007
Total AUM$68.5M
Discretionary$67.4M
Non-Disc.$1.1M
Employees5
Clients--
DateMay 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--