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CYPRESS WEALTH MANAGEMENT, LLC
CRD 154177
2171 JUDICIAL DRIVE, STE. 110, GERMANTOWN, TN, 38138, United States
Phone
901-292-3596
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$77.9M
Discretionary AUM
$63.3M
Team
2 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $15.8M |
| High net worth individuals | 20 | $61.5M |
| Pension/profit sharing plans | 1 | $604K |
All web addresses on file
Official SEC filing: View on IAPD