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| Happy Holidays!! thanks for using AUM13F!! |
| Cypress Capital Wealth Management LLC
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|---|---|
| CRD # | 312340 |
| SEC # | 801-128192 |
| CIK # | |
| AUM | $234.6 M (2025-07-22) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 734-228-0460 |
| Address | 3040 Lohr Road Ann Arbor, MI 48108 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 85 | 82.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 25 | 14.4 |
| (n) Other | 6 | 137.6 |
| Total | 116 | 234.6 |
| By Discretionary | ||
| Discretionary | 114 | 115.3 |
| Non-Discretionary | 2 | 119.2 |
| Total | 116 | 234.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 234.6 | |
| Total | 116 | 234.6 |
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|---|---|---|
|
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✚
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NC | 0.2 |
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Mount Vernon Associates Inc
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MD | 0.2 |
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CA | 0.2 |
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True Vision MN LLC
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|
MN | 0.2 |