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| Happy Holidays!! thanks for using AUM13F!! |
| Cypress Wealth Services LLC
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| CRD # | 288992 |
| SEC # | 801-110836 |
| CIK # | 0000172152, 0001721527 |
| AUM | $965.5 M (2025-04-18) |
| Employees | 14 (71% Investors, 57% Brokers) |
| Phone | 760-834-7250 |
| Address | 74150 Country Club Drive Palm Desert, CA 92260 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0000172152 0001721527 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 27.6 | ||
| Microsoft Corp | 8.3 | ||
| Nvidia Corp | 6.5 | ||
| Global MOFY Metaverse Ltd | 5.7 | ||
| Amazon Com Inc | 5.5 | ||
| Alphabet Inc | 5.5 | ||
| Costco Wholesale Corp /NEW | 4.6 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 432 | 103.3 |
| (b) Individuals (high net worth individuals) | 279 | 801.0 |
| (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 | 46.8 |
| (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 | 6 | 14.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,882 | 965.5 |
| By Discretionary | ||
| Discretionary | 1,882 | 965.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,882 | 965.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 965.5 | |
| Total | 1,882 | 965.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001721527] |
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