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CYPRESS WEALTH MANAGEMENT
CYPRESS WEALTH MANAGEMENT, LLC
CRD 324524 · SEC 801-128859
18W140 BUTTERFIELD ROAD, SUITE 1110, OAKBROOK TERRACE, IL, 60181, United States
Phone
(331) 307-7444
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$282.7M
Discretionary AUM
$282.7M
Team
6 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)FAMILY OFFICE SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 6 | $32.0M |
| Pooled investment vehicles | 1 | $156.0M |
| Charitable organizations | 5 | $94.7M |
States served
IL, MN
All web addresses on file
Official SEC filing: View on IAPD