|
⚲
|
| Keyboard |
| Cypress Capital Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 312340 |
| SEC # | 801-128192 |
| CIK # | |
| AUM | 330.2 M (2026-03-04) |
| Employees | 4 (50% 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) | 61 | 76.3 |
| (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 | 45 | 253.9 |
| (n) Other | 0 | 0.0 |
| Total | 106 | 330.2 |
| By Discretionary | ||
| Discretionary | 104 | 152.9 |
| Non-Discretionary | 2 | 177.3 |
| Total | 106 | 330.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 330.2 | |
| Total | 106 | 330.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bernardi Asset Management LLC
✚
|
IL | 331.0 M |
|
Sandstone Asset Management Inc
✚
|
330.7 M | |
|
Alliance Wealth Strategies LLC
✚
|
VA | 330.7 M |
|
Signature Equity Partners LLC
✚
|
OH | 330.6 M |
|
Uniplan Investment Counsel Inc
✚
|
WI | 330.5 M |
|
Dai Wealth LLC
✚
|
GA | 330.0 M |
|
Mai Inc
✚
|
KY | 329.7 M |
|
Paragon Financial Partners Inc
✚
|
CA | 329.6 M |
|
Powers Advisory Group LLC
✚
|
IL | 329.5 M |
|
Gutierrez Wealth Advisory LLC
✚
|
AR | 329.3 M |