Cypress Capital Wealth Management LLC

RIASEC Registered

Total AUM

$330M

Discretionary

$153M

46% of AUM

Avg account

$3.1M

Accounts

106

Employees

Advisory reps

Firm details

Headquarters: Ann Arbor, Michigan
CRD number: 312340
Registered since: June 20, 2023
Website: cypresscapitalwealth.com
Custodians: EMPOWER TRUST COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: Corporations / Businesses76.9%
HNWI23.1%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Cypress Capital Wealth Management LLC is an SEC-registered investment adviser (registered in 2023) that provides portfolio management for both individuals/families and business or institutional clients. The firm charges a mix of percentage-of-AUM, fixed, and performance-based fees, and its advisory work covers discretionary and non-discretionary mandates. Cypress does not identify as an ESG-focused manager and does not operate as a multi-state adviser.