CYPRESS WEALTH MANAGEMENT

Overview

Cypress Wealth Management is an independent registered investment adviser organized as a limited liability company. The firm serves a small number of high-net-worth individuals, families and institutional clients, delivering financial planning and discretionary portfolio management for both individual/small business accounts and pooled investment vehicles. Fee arrangements combine a percentage of assets under management and fixed fees, which supports a mix of ongoing advisory relationships and fee-for-service assignments. Investment activity centers on concentrated private fund exposures alongside more traditional pooled products. The firm reports a strong tilt toward private funds—primarily private equity—and operates as an adviser and sponsor or managing member of pooled vehicles, which suggests a hands-on role in structuring or directing at least some alternative investments. Cypress Wealth Management is not an active ESG investor and does not present as a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices