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| Cypress Wealth Services LLC
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|---|---|
| CRD # | 288992 |
| SEC # | 801-110836 |
| CIK # | 0000172152, 0001721527 |
| AUM | 1,339.3 M (2026-02-06) |
| Employees | 21 (67% Investors, 33% Brokers) |
| Phone | 760-834-7250 |
| Address | 74150 Country Club Drive Palm Desert, CA 92260 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 47.7 | ||
| Nvidia Corp | 10.1 | ||
| Alphabet Inc | 9.9 | ||
| Microsoft Corp | 9.5 | ||
| Amazon Com Inc | 8.2 | ||
| Alphabet Inc | 7.7 | ||
| Tesla Motors Inc | 6.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 469 | 134.2 |
| (b) Individuals (high net worth individuals) | 356 | 1,137.2 |
| (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 | 5 | 50.1 |
| (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 | 6 | 17.9 |
| (n) Other | 0 | 0.0 |
| Total | 2,215 | 1,339.3 |
| By Discretionary | ||
| Discretionary | 2,215 | 1,339.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,215 | 1,339.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,339.3 | |
| Total | 2,215 | 1,339.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001721527] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| LEI | 0039629563 |
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