Carson Wright
Investment adviser representative at Cypress Point Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.5BFirm assets
Are you Carson Wright? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Cypress Point Wealth Management, LLCMay 2022 to now
- StudentJan 2013 to May 2022
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Cypress Point Wealth Management, LLC
$1.5BAssets managed
177Clients
4Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7945619
- Firm CRD
- 143771