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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001825611-23-000003
Filing Date
2023-07-20
Accepted
2023-07-20 12:27:45
Documents
2
Period of Report
2023-06-30
Effectiveness Date
2023-07-20

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2157
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 19913
  Complete submission text file 0001825611-23-000003.txt   23274
Mailing Address 3838 OAK LAWN AVENUE SUITE 1150 DALLAS TX 75219
Business Address 3838 OAK LAWN AVENUE SUITE 1150 DALLAS TX 75219 2147368887
Cypress Point Wealth Management, LLC (Filer) CIK: 0001825611 (see all company filings)

IRS No.: 208726222 | State of Incorp.: TX | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-20569 | Film No.: 231098873