RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Texas
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Nov 18, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BIANCHI, GLENDA, KAYEICHIEF COMPLIANCE OFFICERNA Control
BIANCHI, GLENDA, KAYEICHIEF COMPLIANCE OFFICERNA Control
BIANCHI, GLENDA, KAYEICHIEF COMPLIANCE OFFICERNA Control
BIANCHI, GLENDA, KAYEICHIEF COMPLIANCE OFFICERNA Control
BIANCHI, GLENDA, KAYEICHIEF COMPLIANCE OFFICERNA Control
BIANCHI, GLENDA, KAYEICHIEF COMPLIANCE OFFICERNA Control
BIANCHI, GLENDA, KAYEICHIEF COMPLIANCE OFFICERNA Control
BIANCHI, GLENDA, KAYEICHIEF COMPLIANCE OFFICERNA Control
BIANCHI, GLENDA, KAYEICHIEF COMPLIANCE OFFICERNA Control
BIANCHI, GLENDA, KAYEICHIEF COMPLIANCE OFFICERNA Control
BIANCHI, GLENDA, KAYEICHIEF COMPLIANCE OFFICERNA Control
BIANCHI, GLENDA, KAYEICHIEF COMPLIANCE OFFICERNA Control
BOYD, RONALD, SCOTTICCONA Control
BOYD, RONALD, SCOTTICCONA Control
BOYD, RONALD, SCOTTICCONA Control
BOYD, RONALD, SCOTTICCONA Control
BIANCHI, GLENDA, KAYEIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
BIANCHI, GLENDA, KAYEIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
KULL, JAMES, FITZMORRISIMANAGING MEMBERE Control
KULL, JAMES, FITZMORRISIMANAGING MEMBERE Control
SONDEREGGER, GLENDA, KAYEIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERE Control
KULL, JAMES, FITZMORRISIMANAGING MEMBERD Control
KULL, JAMES, FITZMORRISIMANAGING MEMBERD Control
KULL, JAMES, FITZMORRISIMANAGING MEMBERD Control
KULL, JAMES, FITZMORRISIMANAGING MEMBERD Control
KULL, JAMES, FITZMORRISIMANAGING MEMBERD Control
KULL, JAMES, FITZMORRISIMANAGING MEMBERD Control
KULL, JAMES, FITZMORRISIMANAGING MEMBERD Control
KULL, JAMES, FITZMORRISIMANAGING MEMBERD Control
KULL, JAMES, FITZMORRISIMANAGING MEMBERD Control
KULL, JAMES, FITZMORRISIMANAGING MEMBERD Control
KULL, JAMES, FITZMORRISIMANAGING MEMBERD Control
KULL, JAMES, FITZMORRISIMANAGING MEMBERD Control
KULL, JAMES, FITZMORRISIMANAGING MEMBERD Control
KULL, JAMES, FITZMORRISIMANAGING MEMBERD Control
KULL, JAMES, FITZMORRISIMANAGING MEMBERD Control
KULL, JAMES, FITZMORRISIMANAGING MEMBERD Control
KULL, JAMES, FITZMORRISIMANAGING MEMBERD Control
KULL, JAMES, FITZMORRISIMANAGING MEMBERD Control
KULL, JAMES, FITZMORRISIMANAGING MEMBERD Control
KULL, JAMES, FITZMORRISIMANAGING MEMBERD Control
KULL, JAMES, FITZMORRISIMANAGING MEMBERD Control
KULL, JAMES, FITZMORRISIMANAGING MEMBERD Control
KULL, JAMES, FITZMORRISIMANAGING MEMBERD Control
KULL, JAMES, FITZMORRISIMANAGING MEMBERD Control
KULL, JAMES, FITZMORRISIMANAGING MEMBERD Control
KULL, JAMES, FITZMORRISIMANAGING MEMBERD Control
KULL, JAMES, FITZMORRISIMANAGING MEMBERD Control
KULL, JAMES, FITZMORRISIMANAGING MEMBERD Control
TAYLOR, WILLIAM, WADEIMANAGING MEMBERD Control
TAYLOR, WILLIAM, WADEIMANAGING MEMBERD Control
TAYLOR, WILLIAM, WADEIMANAGING MEMBERD Control
TAYLOR, WILLIAM, WADEIMANAGING MEMBERD Control
TAYLOR, WILLIAM, WADEIMANAGING MEMBERD Control
TAYLOR, WILLIAM, WADEIMANAGING MEMBERD Control
TAYLOR, WILLIAM, WADEIMANAGING MEMBERD Control
KULL, JAMES, FITZMORRISIMANAGING MEMBERC Control
KULL, JAMES, FITZMORRISIMANAGING MEMBERC Control
KULL, JAMES, FITZMORRISIMANAGING MEMBERC Control
KULL, JAMES, FITZMORRISIMANAGING MEMBERC Control
KULL, JAMES, FITZMORRISIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERC Control
KULL, JAMES, FITZMORRISIMANAGING MEMBERC Control
KULL, JAMES, FITZMORRISIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERC Control
KULL, JAMES, FITZMORRISIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERC Control
KULL, JAMES, FITZMORRISIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERC Control
KULL, JAMES, FITZMORRISIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERC Control
KULL, JAMES, FITZMORRISIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERC Control
KULL, JAMES, FITZMORRISIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERC Control
KULL, JAMES, FITZMORRISIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERC Control
KULL, JAMES, FITZMORRISIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERC Control
KULL, JAMES, FITZMORRISIMANAGING MEMBERC Control
KULL, JAMES, FITZMORRISIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERC Control
KULL, JAMES, FITZMORRISIMANAGING MEMBERC Control
KULL, JAMES, FITZMORRISIMANAGING MEMBERC Control
TAYLOR, WILLIAM, WADEIMANAGING MEMBERC Control
TAYLOR, WILLIAM, WADEIMANAGING MEMBERC Control
TAYLOR, WILLIAM, WADEIMANAGING MEMBERC Control
TAYLOR, WILLIAM, WADEIMANAGING MEMBERC Control
TAYLOR, WILLIAM, WADEIMANAGING MEMBERC Control
TAYLOR, WILLIAM, WADEIMANAGING MEMBERC Control
TAYLOR, WILLIAM, WADEIMANAGING MEMBERC Control
TAYLOR, WILLIAM, WADEIMANAGING MEMBERC Control
TAYLOR, WILLIAM, WADEIMANAGING MEMBERC Control
TAYLOR, WILLIAM, WADEIMANAGING MEMBERC Control
TAYLOR, WILLIAM, WADEIMANAGING MEMBERC Control
TAYLOR, WILLIAM, WADEIMANAGING MEMBERC Control
TAYLOR, WILLIAM, WADEIMANAGING MEMBERC Control
TAYLOR, WILLIAM, WADEIMANAGING MEMBERC Control
TAYLOR, WILLIAM, WADEIMANAGING MEMBERC Control
TAYLOR, WILLIAM, WADEIMANAGING MEMBERC Control
TAYLOR, WILLIAM, WADEIMANAGING MEMBERC Control
TAYLOR, WILLIAM, WADEIMANAGING MEMBERC Control
CSOP INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
CSOP INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
CSOP INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
CSOP INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
CSOP INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
CSOP INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
CSOP INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
CSOP INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
CSOP INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
CSOP INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
CSOP INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
CSOP INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
CSOP INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
CSOP INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
CSOP INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
CSOP INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
CSOP INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
CSOP INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
CSOP INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
CSOP INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
CSOP INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
CSOP INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
CSOP INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
GOLDCREST INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
GOLDCREST INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
GOLDCREST INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
GOLDCREST INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
GOLDCREST INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
GOLDCREST INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
GOLDCREST INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
GOLDCREST INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
GOLDCREST INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
GOLDCREST INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
GOLDCREST INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
GOLDCREST INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
GOLDCREST INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
GOLDCREST INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
GOLDCREST INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
GOLDCREST INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
GOLDCREST INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
GOLDCREST INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
GOLDCREST INVESTMENTS, LPDETEXAS LIMITED PARTNERSHIPB
BOYD, RONALD, SCOTTICCOA Control
BOYD, RONALD, SCOTTICCOA Control
BOYD, RONALD, SCOTTICCOA Control
BOYD, RONALD, SCOTTICCOA Control
BOYD, RONALD, SCOTTICCOA Control
BOYD, RONALD, SCOTTICCOA Control
BOYD, RONALD, SCOTTICCOA Control
BOYD, RONALD, SCOTTICCOA Control
BOYD, RONALD, SCOTTICCOA Control
BOYD, RONALD, SCOTTICCOA Control
BOYD, RONALD, SCOTTICCOA Control
BOYD, RONALD, SCOTTICCOA Control
BOYD, RONALD, SCOTTICCOA Control
BOYD, RONALD, SCOTTICCOA Control
BOYD, RONALD, SCOTTICCOA Control
BOYD, RONALD, SCOTTICCOA Control
BOYD, RONALD, SCOTTICCOA Control
BOYD, RONALD, SCOTTICCOA Control
BOYD, RONALD, SCOTTICCOA Control
BOYD, RONALD, SCOTTICCOA Control
BOYD, RONALD, SCOTTICCOA Control
BOYD, RONALD, SCOTTICCOA Control
McAninch, Ai Vee, NMNISENIOR VICE PRESIDENTA Control
McAninch, Ai Vee, NMNISENIOR VICE PRESIDENTA Control
McAninch, Ai Vee, NMNISENIOR VICE PRESIDENTA Control
McAninch, Ai Vee, NMNISENIOR VICE PRESIDENTA Control
McAninch, Ai Vee, NMNISENIOR VICE PRESIDENTA Control
McAninch, Ai Vee, NMNISENIOR VICE PRESIDENTA Control
McAninch, Ai Vee, NMNISENIOR VICE PRESIDENTA Control
McAninch, Ai Vee, NMNISENIOR VICE PRESIDENTA Control
McAninch, Ai Vee, NMNISENIOR VICE PRESIDENTA Control
McAninch, Ai Vee, NMNISENIOR VICE PRESIDENTA Control
McAninch, Ai Vee, NMNISENIOR VICE PRESIDENTA Control
McAninch, Ai Vee, NMNISENIOR VICE PRESIDENTA Control
McAninch, Ai Vee, NMNISENIOR VICE PRESIDENTA Control
McAninch, Ai Vee, NMNISENIOR VICE PRESIDENTA Control
McAninch, Ai Vee, NMNISENIOR VICE PRESIDENTA Control
McAninch, Ai Vee, NMNISENIOR VICE PRESIDENTA Control
McAninch, Ai Vee, NMNISENIOR VICE PRESIDENTA Control
McAninch, Ai Vee, NMNISENIOR VICE PRESIDENTA Control
RATZLAFF, BRANDON, DARELLIMEMBERA Control
RATZLAFF, BRANDON, DARELLIMEMBERA Control
RATZLAFF, BRANDON, DARELLIMEMBERA Control
RATZLAFF, BRANDON, DARELLIMEMBERA Control
RATZLAFF, BRANDON, DARELLIMEMBERA Control
RATZLAFF, BRANDON, DARELLIMEMBERA Control
RATZLAFF, BRANDON, DARELLIMEMBERA Control
RATZLAFF, BRANDON, DARELLIMEMBERA Control
RATZLAFF, BRANDON, DARELLIMEMBERA Control
RATZLAFF, BRANDON, DARELLIMEMBERA Control
RATZLAFF, BRANDON, DARELLIMEMBERA Control
RATZLAFF, BRANDON, DARELLIMEMBERA Control
RATZLAFF, BRANDON, DARELLIMEMBERA Control
RATZLAFF, BRANDON, DARELLIMEMBERA Control
RATZLAFF, BRANDON, DARELLIMEMBERA Control
RATZLAFF, BRANDON, DARELLIMEMBERA Control
RATZLAFF, BRANDON, DARELLIMEMBERA Control
RATZLAFF, BRANDON, DARELLIMEMBERA Control
RATZLAFF, BRANDON, DARELLIMEMBERA Control
RATZLAFF, BRANDON, DARELLIMEMBERA Control
RATZLAFF, BRANDON, DARELLIMEMBERA Control
RATZLAFF, BRANDON, DARELLIMEMBERA Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
CSOP INVESTMENTS GP, INC.DECSOP INVESTMENTS, LPF
CSOP INVESTMENTS GP, INC.DECSOP INVESTMENTS, LPF
CSOP INVESTMENTS GP, INC.DECSOP INVESTMENTS, LPF
CSOP INVESTMENTS GP, INC.DECSOP INVESTMENTS, LPF
CSOP INVESTMENTS GP, INC.DECSOP INVESTMENTS, LPF
CSOP INVESTMENTS GP, INC.DECSOP INVESTMENTS, LPF
CSOP INVESTMENTS GP, INC.DECSOP INVESTMENTS, LPF
CSOP INVESTMENTS GP, INC.DECSOP INVESTMENTS, LPF
CSOP INVESTMENTS GP, INC.DECSOP INVESTMENTS, LPF
CSOP INVESTMENTS GP, INC.DECSOP INVESTMENTS, LPF
CSOP INVESTMENTS GP, INC.DECSOP INVESTMENTS, LPF
CSOP INVESTMENTS GP, INC.DECSOP INVESTMENTS, LPF
CSOP INVESTMENTS GP, INC.DECSOP INVESTMENTS, LPF
CSOP INVESTMENTS GP, INC.DECSOP INVESTMENTS, LPF
CSOP INVESTMENTS GP, INC.DECSOP INVESTMENTS, LPF
GOLDCREST INVESTMENTS GP, INC.DEGOLDCREST INVESTMENTS, LPF
GOLDCREST INVESTMENTS GP, INC.DEGOLDCREST INVESTMENTS, LPF
GOLDCREST INVESTMENTS GP, INC.DEGOLDCREST INVESTMENTS, LPF
GOLDCREST INVESTMENTS GP, INC.DEGOLDCREST INVESTMENTS, LPF
GOLDCREST INVESTMENTS GP, INC.DEGOLDCREST INVESTMENTS, LPF
GOLDCREST INVESTMENTS GP, INC.DEGOLDCREST INVESTMENTS, LPF
GOLDCREST INVESTMENTS GP, INC.DEGOLDCREST INVESTMENTS, LPF
GOLDCREST INVESTMENTS GP, INC.DEGOLDCREST INVESTMENTS, LPF
GOLDCREST INVESTMENTS GP, INC.DEGOLDCREST INVESTMENTS, LPF
GOLDCREST INVESTMENTS GP, INC.DEGOLDCREST INVESTMENTS, LPF
GOLDCREST INVESTMENTS GP, INC.DEGOLDCREST INVESTMENTS, LPF
GOLDCREST INVESTMENTS GP, INC.DEGOLDCREST INVESTMENTS, LPF
GOLDCREST INVESTMENTS GP, INC.DEGOLDCREST INVESTMENTS, LPF
GOLDCREST INVESTMENTS GP, INC.DEGOLDCREST INVESTMENTS, LPF
GOLDCREST INVESTMENTS GP, INC.DEGOLDCREST INVESTMENTS, LPF
GOLDCREST INVESTMENTS GP, INC.DEGOLDCREST INVESTMENTS, LPF
GOLDCREST INVESTMENTS GP, INC.DEGOLDCREST INVESTMENTS, LPF
GOLDCREST INVESTMENTS GP, INC.DEGOLDCREST INVESTMENTS, LPF
ROSS, ADAM, BIGOLDCREST INVESTMENTS GP, INC.E
ROSS, ADAM, BIGOLDCREST INVESTMENTS GP, INC.E
ROSS, ADAM, BIGOLDCREST INVESTMENTS GP, INC.E
ROSS, ADAM, BIGOLDCREST INVESTMENTS GP, INC.E
ROSS, ADAM, BIGOLDCREST INVESTMENTS GP, INC.E
ROSS, ADAM, BIGOLDCREST INVESTMENTS GP, INC.E
ROSS, ADAM, BIGOLDCREST INVESTMENTS GP, INC.E
ROSS, ADAM, BIGOLDCREST INVESTMENTS GP, INC.E
ROSS, ADAM, BIGOLDCREST INVESTMENTS GP, INC.E
ROSS, ADAM, BIGOLDCREST INVESTMENTS GP, INC.E
ROSS, ADAM, BIGOLDCREST INVESTMENTS GP, INC.E
ROSS, ADAM, BIGOLDCREST INVESTMENTS GP, INC.E
ROSS, ADAM, BIGOLDCREST INVESTMENTS GP, INC.E
ROSS, ADAM, BIGOLDCREST INVESTMENTS GP, INC.E
ROSS, ADAM, BIGOLDCREST INVESTMENTS GP, INC.E
ROSS, ADAM, BIGOLDCREST INVESTMENTS GP, INC.E
ROSS, ADAM, BIGOLDCREST INVESTMENTS GP, INC.E
ROSS, ADAM, BIGOLDCREST INVESTMENTS GP, INC.E
ROSS, ADAM, BRIANICSOP INVESTMENTS, LPE
ROSS, ADAM, BRIANICSOP INVESTMENTS, LPE
ROSS, ADAM, BRIANICSOP INVESTMENTS, LPE
ROSS, ADAM, BRIANICSOP INVESTMENTS, LPE
ROSS, ADAM, BRIANICSOP INVESTMENTS, LPE
ROSS, ADAM, BRIANICSOP INVESTMENTS, LPE
ROSS, ADAM, BRIANICSOP INVESTMENTS, LPE
ROSS, ADAM, BRIANICSOP INVESTMENTS, LPE
ROSS, ADAM, BRIANICSOP INVESTMENTS, LPE
ROSS, ADAM, BRIANICSOP INVESTMENTS, LPE
ROSS, ADAM, BRIANICSOP INVESTMENTS, LPE
ROSS, ADAM, BRIANICSOP INVESTMENTS, LPE
ROSS, ADAM, BRIANICSOP INVESTMENTS, LPE
ROSS, ADAM, BRIANICSOP INVESTMENTS, LPE
ROSS, ADAM, BRIANICSOP INVESTMENTS, LPE

Registrations

Federal

IA
Nov 18, 2025 REGISTERED

Notice Filings (4)

CA LA NE TX

Address

3838 OAK LAWN AVE
SUITE 1150
DALLAS, TX 75219
United States
Phone: 214-736-8887