Cypress Point Wealth Management, Llc
- Regulatory AUM
- $1.5B
- Discretionary
- $1.3B
- Clients
- 177
- Avg AUM / client
- $8.3M
- Accounts
- 1,092
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 45 | $19.0M | 1.3% |
| High net worth individuals | 132 | $1.4B | 95.8% |
| Corporations and other businesses | Fewer than 5 clients | $43.0M | 2.93% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Mar 2024 · $9.4M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Entablature Houzz, Lp | Private Equity Fund | Delaware | $7.1M | 8 |
| Cypress Goldcrest Fund Iii Feeder, Lp feeder | Venture Capital Fund | Texas | $2.3M | 54 |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ross, Adam, Brian | President | Nov 2006 (20y) | ≈ 7.5% – 25% via Csop Investments, Lp | |
| James Fitzmorris Kull | Managing Member | CFP CFA | May 2007 (19y) | 50% – 75% |
| Brandon Darell Ratzlaff | Member | CFP | Mar 2016 (10y) | 5% – 10% |
| Boyd, Ronald, Scott | Cco | Mar 2019 (7y) | 5% – 10% | |
| Mc Aninch, Ai Vee, Nmn | Senior Vice President | Jan 2022 (5y) | 5% – 10% | |
| Jennifer N Cook | Registered representative | CFP | Nov 2021 (5y) | |
| Carson Wright | Registered representative | CFP | Nov 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Csop Investments, Lp | Texas Limited Partnership | Dec 2006 | A | 10% – 25% |
| Csop Investments Gp, Inc. | General Partner | Nov 2006 | B | GP / trustee / elected manager of Csop Investments, Lp (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Ross, Adam, Brian: 75% – 100% of Csop Investments, Lp × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $9.4M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Entablature Houzz, Lp | Private Equity Fund | $7.1M | $20.0K | 8 |
| Cypress Goldcrest Fund Iii Feeder, Lp | Venture Capital Fund | $2.3M | $10.0K | 54 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.66 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $76.0M (5% of AUM) Mar 2026
- Charles Schwab & Co. $17.9M (1% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗