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| Cypress Wealth Services LLC
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| |
|---|---|
| CRD # | 288992 |
| SEC # | 801-110836 |
| CIK # | 0001721527, 0000172152 |
| AUM | $821.3 MM (2024-06-26) |
| Employees | 16 (69% Investors, 50% Brokers) |
| Phone | 760-834-7250 |
| Address | 74150 Country Club Drive Palm Desert, CA 92260 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 27.9 | |
| MSFT | 1,918,222.4 | 5.2 | |
| GOOGL | 1,475,138.5 | 4.5 | |
| AMZN | 1,092,997.8 | 4.1 | |
| UPS | 157,208.0 | 3.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 341 | 82.0 |
| (b) Individuals (high net worth individuals) | 265 | 696.2 |
| (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 | 6 | 40.2 |
| (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 | 5 | 2.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,605 | 821.3 |
| By Discretionary | ||
| Discretionary | 1,605 | 821.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,605 | 821.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 821.3 | |
| Total | 1,605 | 821.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001721527] |
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|---|---|---|
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LWMG LLC
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MN | 0.8 |
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Ameliora Wealth Management Ltd
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0.8 | |
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Aspire Capital Advisors LLC
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CA | 0.8 |