Cypress Point Wealth Management, LLC

Austin, TX

Texas

Registered In

03/28/2007

Incorp. Date

Company Summary

Cypress Point Wealth Management, LLC at 4264 Westlake Dr, Austin, Tx 78746 lists William Taylor of Dallas, TX and Jimmy Kull of Austin, TX as the associates.

Overview

Registered In

Texas

Incorporation Date

03/28/2007

Company Type

Domestic Limited Liability Company (Llc)

Status

In Existence

Registration Type

Domestic

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People

Jimmy Kull Registered Agent	4201 BEES CAVE RD STE C-201, AUSTIN, TX 78746
William Taylor Managing Member	3838 OAK LAWN STE 1550, DALLAS, TX 75219
Jimmy Kull Managing Member	4201 BEE CAVE ROAD SUITE, AUSTIN, TX 78746

Map & Locations

4264 WESTLAKE DR, AUSTIN, TX 78746 View Map

Financials

Financial Information for Cypress Point Wealth Management, LLC

Form 5500

CYPRESS POINT WEALTH MANAGEMENT, LLC

3838 Oak Lawn Ave, Suite #1150, Dallas, Tx 75219 (214) 736-8887 EIN:20-8726222 Plan Admin:Guideline, Inc.

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameCYPRESS POINT WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY25 / 26 Assets BOY/EOY$1,498,035 / $1,902,664	2023	CYPRESS POINT WEALTH MANAGEMENT 401(K) PLAN - Plan #001	25 / 26	$1,498,035 / $1,902,664
2022	Plan NameCYPRESS POINT WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY17 / 30 Assets BOY/EOY$1,546,950 / $1,498,035	2022	CYPRESS POINT WEALTH MANAGEMENT 401(K) PLAN - Plan #001	17 / 30	$1,546,950 / $1,498,035
2021	Plan NameCYPRESS POINT WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY18 / 20 Assets BOY/EOY$1,572,708 / $1,546,950	2021	CYPRESS POINT WEALTH MANAGEMENT 401(K) PLAN - Plan #001	18 / 20	$1,572,708 / $1,546,950
2020	Plan NameCYPRESS POINT WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY17 / 18 Assets BOY/EOY$1,249,435 / $1,572,708	2020	CYPRESS POINT WEALTH MANAGEMENT 401(K) PLAN - Plan #001	17 / 18	$1,249,435 / $1,572,708
2019	Plan NameCYPRESS POINT WEALTH MANAGEMENT 401(K) PLAN Plan #001 Participants BOY/EOY13 / 17 Assets BOY/EOY$962,316 / $1,249,435	2019	CYPRESS POINT WEALTH MANAGEMENT 401(K) PLAN - Plan #001	13 / 17	$962,316 / $1,249,435

Benefit & Retirement Plans based on Form 5500.

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Sources

The following government agencies have contributed data:

• Texas Comptroller of Public Accounts • U.S. Department of Labor