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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001825611-24-000001
Filing Date
2024-01-17
Accepted
2024-01-17 10:04:13
Documents
2
Period of Report
2023-12-31
Effectiveness Date
2024-01-17

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2158
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 25489
  Complete submission text file 0001825611-24-000001.txt   28883
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.: 24537013