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| Cypress Financial Planning LLC
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|---|---|
| CRD # | 151014 |
| SEC # | 801-112700 |
| CIK # | 0001937021 |
| AUM | 490.4 M (2026-06-26) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 856-720-0027 |
| Address | 400 White Horse Pike Haddon Heights, NJ 08035 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Morgan Stanley | 12.1 | ||
| Capital One Financial Corp | 4.6 | ||
| Apple Inc | 3.0 | ||
| Lockheed Martin Corp | 1.7 | ||
| Amazon Com Inc | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 319 | 181.5 |
| (b) Individuals (high net worth individuals) | 108 | 304.6 |
| (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 | 5 | 3.5 |
| (h) Charitable organizations | 0 | 0.8 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,582 | 490.4 |
| By Discretionary | ||
| Discretionary | 1,170 | 342.5 |
| Non-Discretionary | 412 | 147.9 |
| Total | 1,582 | 490.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 490.1 | |
| Total | 1,582 | 490.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001937021] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 53 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
HANC Wealth Management LLC
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MI | 492.1 M |
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Maryland Capital Advisors Inc
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Daher Capital Group LLC
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|
Postrock Partners LLC
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