CYPRESS POINT WEALTH MANAGEMENT, LLC of DALLAS, TX is an SEC-registered investment adviser (CRD 143771). Regulatory assets under management: $1.5B.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos.
| 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 | — |