CYPRESS WEALTH ADVISORS LLC
Legal name: CYPRESS WEALTH ADVISORS
CRD #132498 SEC #801-63413 SAN FRANCISCO, CA (415)489-2100
SEC Registered Private Funds
Total AUM
$576.4M
Discretionary
$397.1M
Employees
8
Clients
101
Accounts
267
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2019 | $576.4M | $397.1M | $179.4M | 8 | 0 |
| Jul 2018 | $714M | $501.6M | $212.4M | 11 | 0 |
| Jul 2018 | $714M | $501.6M | $212.4M | 11 | 0 |
| Mar 2018 | $714M | $501.6M | $212.4M | 11 | 0 |
| Apr 2017 | $1.2B | $1.1B | $141.1M | 12 | 200 |
| Jan 2017 | $1.2B | $1.1B | $126.7M | 16 | 200 |
| Apr 2016 | $1.2B | $1.1B | $126.7M | 16 | 200 |
| Mar 2016 | $1.2B | $1.1B | $126.7M | 15 | 200 |
| Oct 2015 | $1.3B | $1.1B | $236.4M | 15 | 200 |
| Jun 2015 | $1.3B | $1.1B | $236.4M | 15 | 200 |
| Mar 2015 | $1.3B | $1.1B | $236.4M | 14 | 200 |
| Aug 2014 | $950.1M | $730.7M | $219.4M | 13 | 200 |
| Mar 2014 | $950.1M | $730.7M | $219.4M | 13 | 200 |
| Apr 2013 | $844.9M | $645.6M | $199.3M | 12 | 168 |
| Apr 2012 | $681.5M | $578.3M | $103.2M | 11 | 169 |
| Mar 2012 | $641.5M | $538.4M | $103.2M | 11 | 128 |
| Mar 2011 | $599.7M | $583M | $16.8M | 10 | -- |
| Jan 2011 | $511.2M | $493.8M | $17.4M | 10 | -- |
| Jul 2010 | $479.4M | $461.4M | $18M | 10 | -- |
| Jun 2010 | $461.3M | $443.3M | $18M | 10 | -- |
| Mar 2010 | $454.4M | $436.1M | $18.3M | 10 | -- |
| Mar 2007 | $1.1B | $255.4M | $802.5M | 10 | -- |
| Dec 2006 | $1B | $236M | $801.3M | 10 | -- |
| Feb 2005 | $45.5M | $0 | $45.5M | 10 | -- |
| Jan 2005 | $45.5M | $0 | $45.5M | 10 | -- |
| Sep 2004 | $0 | $0 | $0 | 5 | -- |
| Aug 2004 | $0 | $0 | $0 | 5 | -- |
| Aug 2004 | $0 | $0 | $0 | 5 | -- |
| Jul 2004 | $0 | $0 | $0 | 5 | -- |
DateMar 2019
Total AUM$576.4M
Discretionary$397.1M
Non-Disc.$179.4M
Employees8
Clients0
DateJul 2018
Total AUM$714M
Discretionary$501.6M
Non-Disc.$212.4M
Employees11
Clients0
DateJul 2018
Total AUM$714M
Discretionary$501.6M
Non-Disc.$212.4M
Employees11
Clients0
DateMar 2018
Total AUM$714M
Discretionary$501.6M
Non-Disc.$212.4M
Employees11
Clients0
DateApr 2017
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$141.1M
Employees12
Clients200
DateJan 2017
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$126.7M
Employees16
Clients200
DateApr 2016
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$126.7M
Employees16
Clients200
DateMar 2016
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$126.7M
Employees15
Clients200
DateOct 2015
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$236.4M
Employees15
Clients200
DateJun 2015
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$236.4M
Employees15
Clients200
DateMar 2015
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$236.4M
Employees14
Clients200
DateAug 2014
Total AUM$950.1M
Discretionary$730.7M
Non-Disc.$219.4M
Employees13
Clients200
DateMar 2014
Total AUM$950.1M
Discretionary$730.7M
Non-Disc.$219.4M
Employees13
Clients200
DateApr 2013
Total AUM$844.9M
Discretionary$645.6M
Non-Disc.$199.3M
Employees12
Clients168
DateApr 2012
Total AUM$681.5M
Discretionary$578.3M
Non-Disc.$103.2M
Employees11
Clients169
DateMar 2012
Total AUM$641.5M
Discretionary$538.4M
Non-Disc.$103.2M
Employees11
Clients128
DateMar 2011
Total AUM$599.7M
Discretionary$583M
Non-Disc.$16.8M
Employees10
Clients--
DateJan 2011
Total AUM$511.2M
Discretionary$493.8M
Non-Disc.$17.4M
Employees10
Clients--
DateJul 2010
Total AUM$479.4M
Discretionary$461.4M
Non-Disc.$18M
Employees10
Clients--
DateJun 2010
Total AUM$461.3M
Discretionary$443.3M
Non-Disc.$18M
Employees10
Clients--
DateMar 2010
Total AUM$454.4M
Discretionary$436.1M
Non-Disc.$18.3M
Employees10
Clients--
DateMar 2007
Total AUM$1.1B
Discretionary$255.4M
Non-Disc.$802.5M
Employees10
Clients--
DateDec 2006
Total AUM$1B
Discretionary$236M
Non-Disc.$801.3M
Employees10
Clients--
DateFeb 2005
Total AUM$45.5M
Discretionary$0
Non-Disc.$45.5M
Employees10
Clients--
DateJan 2005
Total AUM$45.5M
Discretionary$0
Non-Disc.$45.5M
Employees10
Clients--
DateSep 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--