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CYPRESS WEALTH SERVICES, LLC
CRD 288992 · SEC 801-110836
74150 COUNTRY CLUB DRIVE, PALM DESERT, CA, 92260, United States
Phone
(760) 834-7250
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.34B
Discretionary AUM
$1.34B
Team
21 total employees; 14 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 469 | $134.2M |
| High net worth individuals | 356 | $1.14B |
| Charitable organizations | 5 | $50.1M |
| Corporations/business entities | 6 | $17.9M |
States served
AL, AK, AZ, CA, CO, GA, IL, IA, MA, NV, NY, OR, PA, SC, UT, WA, TX, HI, FL
All web addresses on file
Official SEC filing: View on IAPD