Cypress Wealth Services, LLC

RIASEC Registered

Total AUM

$1.3B

Discretionary

$1.3B

100% of AUM

Avg account

$605K

Accounts

2,215

Employees

Advisory reps

Firm details

Headquarters: Palm Desert, California
CRD number: 288992
Registered since: July 17, 2017
Website: www.cypressws.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI84.91%
Individuals10.02%
Charitable Organizations3.74%
Corporations / Businesses1.34%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Cypress Wealth Services, LLC is an independent registered investment adviser that emphasizes discretionary portfolio management and financial planning for individuals, families and institutions. The firm is SEC-registered (initially registered in 2017) and describes itself as a capital allocator that also selects and oversees third‑party managers. Its advisory services include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting and selection of other advisers. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. The firm reports relationships with broker‑dealer and insurance company affiliates and does not position itself as an active ESG investor.