Cypress Point Wealth Management LLC
Legal Name: CYPRESS POINT WEALTH MANAGEMENT, LLC
Full Contact Details
Cypress Point Wealth Management LLC
3838 OAK LAWN AVE, SUITES 1520 AND 1550, DALLAS, TX
214-736-8887
800-927-9516
Other Info
Cypress Point Wealth Management LLC, a limited liability company in Texas, provides financial advisory services to 10 clients. The firm, with 16 employees, has 3 staff in advisory roles. Its SEC status is Approved, with a registration date of Apr 24, 2007.
Cypress Point – SIMPLIFYING THE CHAOS OF LIFE.
Skip to content Home How We Can Help Leadership Locations CRS/ADV DISCLOSURE Client Login Client Family Office Client Login Family Office Client Login TODAY TOMORROW AND BEYOND A wealth management firm designed around our mission – empowering our clients to live lives of meaning. We are fiduciarie…
Direct Owners
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GOLDCREST INVESTMENTS, LP
TEXAS LIMITED PARTNERSHIP owns more than 10% but less than 25%
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JAMES FITZMORRIS KULL
MANAGING MEMBER, CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
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WILLIAM WADE TAYLOR
MANAGING MEMBER owns more than 25% but less than 50%
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RONALD SCOTT BOYD
CCO owns less than 5%
Indirect Owners
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ADAM B ROSS
PRESIDENT owns 75% or more
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GOLDCREST INVESTMENTS GP, INC.
GENERAL PARTNER
Auditors
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SPICER JEFFRIES
United States