# CYPRESS POINT WEALTH MANAGEMENT, LLC

CYPRESS POINT WEALTH MANAGEMENT, LLC of DALLAS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 143771
- Type: SEC-registered investment adviser
- SEC file number: 801-67840
- Location: 3838 OAK LAWN AVE, SUITE 1150, DALLAS, TX, 75219
- Phone: 214-736-8887
- Latest filing: 2026-03-30
- Regulatory AUM: $1.5B
- Discretionary AUM: $1.3B
- Non-discretionary AUM: $205.6M
- Clients: 12
- Accounts: 1,092

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| Ronald Scott Boyd | CCO | — |
| James Fitzmorris Kull | MANAGING MEMBER | — |
| Adam Brian Ross | PRESIDENT | — |
| Brandon Darell Ratzlaff | MEMBER | — |
| Ai Vee Nmn Mcaninch | SENIOR VICE PRESIDENT | — |
| BIANCHI GLENDA KAYE | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| KULL JAMES FITZMORRIS | MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| TAYLOR WILLIAM WADE | MANAGING MEMBER | — |
| SONDEREGGER GLENDA KAYE | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| ROSS ADAM B | PRESIDENT | — |
| BOYD RONALD SCOTT | CCO | — |
| ROSS ADAM BRIAN | PRESIDENT | — |
| RATZLAFF BRANDON DARELL | MEMBER | — |
| McAninch Ai Vee NMN | SENIOR VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143771/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143771/similar
- Related entities: https://search.stillhousedata.com/firm/143771/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143771

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.