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

Clients

101

Accounts

267

Firm Details

Organization Type: Limited Liability Company
State of Formation: California
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 29, 2019
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
COLABIANCHI, VINCENT, ANTHONY	I	CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER	NA	Control
COLABIANCHI, VINCENT, ANTHONY	I	CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER	NA	Control
COLABIANCHI, VINCENT, ANTHONY	I	CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER	NA	Control
COLABIANCHI, VINCENT, ANTHONY	I	CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER	NA	Control
COLABIANCHI, VINCENT, ANTHONY	I	CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER	NA	Control
COLABIANCHI, VINCENT, ANTHONY	I	CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER	NA	Control
COLABIANCHI, VINCENT, ANTHONY	I	CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER	NA	Control
COLABIANCHI, VINCENT, ANTHONY	I	CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER	NA	Control
COLABIANCHI, VINCENT, ANTHONY	I	CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER	NA	Control
COLABIANCHI, VINCENT, ANTHONY	I	CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER	NA	Control
ENOS, STEVEN, WILFRED	I	PRINCIPAL	NA	Control
ENOS, STEVEN, WILFRED	I	PRINCIPAL	NA	Control
ENOS, STEVEN, WILFRED	I	PRINCIPAL	NA	Control
ENOS, STEVEN, WILFRED	I	PRINCIPAL	NA	Control
ENOS, STEVEN, WILFRED	I	PRINCIPAL	NA	Control
ENOS, STEVEN, WILFRED	I	PRINCIPAL	NA	Control
ENOS, STEVEN, WILFRED	I	PRINCIPAL	NA	Control
ENOS, STEVEN, WILFRED	I	PRINCIPAL	NA	Control
ENOS, STEVEN, WILFRED	I	PRINCIPAL	NA	Control
ENOS, STEVEN, WILFRED	I	PRINCIPAL	NA	Control
ENOS, STEVEN, WILFRED	I	PRINCIPAL	NA	Control
ENOS, STEVEN, WILFRED	I	PRINCIPAL	NA	Control
ENOS, STEVEN, WILFRED	I	PRINCIPAL	NA	Control
FIGUEROA, SEAN, JASON	I	PRINCIPAL	NA	Control
FIGUEROA, SEAN, JASON	I	PRINCIPAL	NA	Control
FIGUEROA, SEAN, JASON	I	PRINCIPAL	NA	Control
FIGUEROA, SEAN, JASON	I	PRINCIPAL	NA	Control
FIGUEROA, SEAN, JASON	I	CHIEF COMPLIANCE OFFICER & PRINCIPAL	NA	Control
FIGUEROA, SEAN, JASON	I	PRINCIPAL	NA	Control
FIGUEROA, SEAN, JASON	I	PRINCIPAL	NA	Control
FIGUEROA, SEAN, JASON	I	PRINCIPAL & COMPLIANCE OFFICER	NA	Control
FIGUEROA, SEAN, JASON	I	PRINCIPAL & COMPLIANCE OFFICER	NA	Control
FIGUEROA, SEAN, JASON	I	EXECUTIVE & COMPLIANCE OFFICER	NA	Control
FIGUEROA, SEAN, JASON	I	PRINCIPAL	NA	Control
FIGUEROA, SEAN, JASON	I	PRINCIPAL	NA	Control
FIGUEROA, SEAN, JASON	I	PRINCIPAL	NA	Control
FIGUEROA, SEAN, JASON	I	PRINCIPAL	NA	Control
Lee, Sophie, Angela	I	PRINCIPAL, CHIEF OPERATING OFFICER	NA	Control
Lee, Sophie, Angela	I	PRINCIPAL, CHIEF OPERATING OFFICER	NA	Control
Lee, Sophie, Angela	I	PRINCIPAL, CHIEF OPERATING OFFICER	NA	Control
Lee, Sophie, Angela	I	PRINCIPAL, CHIEF OPERATING OFFICER	NA	Control
Lee, Sophie, Angela	I	PRINCIPAL, CHIEF OPERATING OFFICER	NA	Control
Lee, Sophie, Angela	I	PRINCIPAL, CHIEF OPERATING OFFICER	NA	Control
Longinotti, James, Eugene	I	CHIEF COMPLIANCE OFFICER	NA	Control
Longinotti, James, Eugene	I	CHIEF COMPLIANCE OFFICER	NA	Control
Longinotti, James, Eugene	I	CHIEF COMPLIANCE OFFICER	NA	Control
Longinotti, James, Eugene	I	CHIEF COMPLIANCE OFFICER	NA	Control
YOUNG, BARBARA, HAYES	I	PRINCIPAL	NA	Control
YOUNG, BARBARA, HAYES	I	PRINCIPAL	NA	Control
YOUNG, BARBARA, HAYES	I	PRINCIPAL	NA	Control
YOUNG, BARBARA, HAYES	I	PRINCIPAL	NA	Control
YOUNG, BARBARA, HAYES	I	PRINCIPAL	NA	Control
BLUE PINE HOLDINGS	DE	MEMBER (CLASS A)	E	Control
BLUE PINE HOLDINGS	DE	MEMBER (CLASS A)	E	Control
BLUE PINE HOLDINGS	DE	MEMBER (CLASS A)	E	Control
BLUE PINE HOLDINGS	DE	MEMBER (CLASS A)	E	Control
BLUE PINE HOLDINGS, LLC	DE	MEMBER (CLASS A)	E	Control
BLUE PINE HOLDINGS, LLC	DE	MEMBER (CLASS A)	E	Control
BLUE PINE HOLDINGS, LLC	DE	MEMBER (CLASS A)	E	Control
BLUE PINE HOLDINGS, LLC	DE	MEMBER (CLASS A)	E	Control
BLUE PINE HOLDINGS, LLC	DE	MEMBER (CLASS A)	E	Control
BLUE PINE HOLDINGS, LLC	DE	MEMBER (CLASS A)	E	Control
BLUE PINE HOLDINGS, LLC	DE	MEMBER (CLASS A)	E	Control
BLUE PINE HOLDINGS, LLC	DE	MEMBER (CLASS A)	E	Control
BLUE PINE HOLDINGS, LLC	DE	MEMBER (CLASS A)	E	Control
BLUE PINE HOLDINGS, LLC	DE	MEMBER (CLASS A)	E	Control
BLUE PINE HOLDINGS, LLC	DE	MEMBER (CLASS A)	E	Control
BLUE PINE HOLDINGS, LLC	DE	MEMBER (CLASS A)	E	Control
FIGUEROA, SEAN, JASON	I	EXECUTIVE & COMPPLIANCE OFFICER	E	Control
YOUNG, BARBARA, HAYES	I	PRINCIPAL, MANAGING MEMBER (CLASS B)	D	Control
YOUNG, BARBARA, HAYES	I	PRINCIPAL, MANAGING MEMBER (CLASS B)	D	Control
YOUNG, BARBARA, HAYES	I	PRINCIPAL, MANAGING MEMBER (CLASS B)	D	Control
YOUNG, BARBARA, HAYES	I	PRINCIPAL, MANAGING MEMBER (CLASS B)	D	Control
YOUNG, BARBARA, HAYES	I	PRINCIPAL, MANAGING MEMBER (CLASS B)	D	Control
YOUNG, BARBARA, HAYES	I	PRINCIPAL, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER	D	Control
YOUNG, BARBARA, HAYES	I	PRINCIPAL, MANAGING MEMBER (CLASS B)	D	Control
YOUNG, BARBARA, HAYES	I	PRINCIPAL, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER	D	Control
YOUNG, BARBARA, HAYES	I	PRINCIPAL, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER	D	Control
YOUNG, BARBARA, HAYES	I	PRINCIPAL, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER	D	Control
YOUNG, BARBARA, HAYES	I	PRINCIPAL, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER	D	Control
YOUNG, BARBARA, HAYES	I	PRINCIPAL, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER	D	Control
YOUNG, BARBARA, HAYES	I	PRINCIPAL, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER	D	Control
YOUNG, BARBARA, HAYES	I	PRINCIPAL, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER	D	Control
YOUNG, BARBARA, HAYES	I	PRINCIPAL, MANAGING MEMBER, CHIEF EXECUTIVE OFFICER, CHIEF INVESTMENT OFFICER	D	Control
ENOS, STEVEN, WILFRED	I	PRINCIPAL	C	Control
ENOS, STEVEN, WILFRED	I	PRINCIPAL	C	Control
ENOS, STEVEN, WILFRED	I	PRINCIPAL	C	Control
ENOS, STEVEN, WILFRED	I	PRINCIPAL	C	Control
ENOS, STEVEN, WILFRED	I	PRINCIPAL	C	Control
ENOS, STEVEN, WILFRED	I	PRINCIPAL	C	Control
ENOS, STEVEN, WILFRED	I	PRINCIPAL	C	Control
ENOS, STEVEN, WILFRED	I	PRINCIPAL	C	Control
ENOS, STEVEN, WILFRED	I	PRINCIPAL	C	Control
COLABIANCHI, VINCENT, ANTHONY	I	PRINCIPAL, CHIEF FINANCIAL OFFICER	B	Control
COLABIANCHI, VINCENT, ANTHONY	I	PRINCIPAL, CHIEF FINANCIAL OFFICER	B	Control
COLABIANCHI, VINCENT, ANTHONY	I	PRINCIPAL, CHIEF FINANCIAL OFFICER	B	Control
COLABIANCHI, VINCENT, ANTHONY	I	PRINCIPAL, CHIEF FINANCIAL OFFICER	B	Control
COLABIANCHI, VINCENT, ANTHONY	I	PRINCIPAL, CHIEF FINANCIAL OFFICER	B	Control
COLABIANCHI, VINCENT, ANTHONY	I	PRINCIPAL, CHIEF FINANCIAL OFFICER	B	Control
FIGUEROA, SEAN, JASON	I	PRINCIPAL	B	Control
FIGUEROA, SEAN, JASON	I	PRINCIPAL	B	Control
FIGUEROA, SEAN, JASON	I	PRINCIPAL	B	Control
FIGUEROA, SEAN, JASON	I	PRINCIPAL	B	Control
FIGUEROA, SEAN, JASON	I	PRINCIPAL	B	Control
FIGUEROA, SEAN, JASON	I	PRINCIPAL	B	Control
FIGUEROA, SEAN, JASON	I	PRINCIPAL	B	Control
FIGUEROA, SEAN, JASON	I	PRINCIPAL	B	Control
FIGUEROA, SEAN, JASON	I	PRINCIPAL	B	Control
FIRST REPUBLIC BANK	DE	MEMBER (CLASS B)	B
FIRST REPUBLIC BANK	DE	MEMBER (CLASS B)	B
FIRST REPUBLIC BANK	DE	MEMBER (CLASS B)	B
FIRST REPUBLIC BANK	DE	MEMBER (CLASS B)	B
FIRST REPUBLIC BANK	DE	MEMBER (CLASS B)	B
FIRST REPUBLIC BANK	DE	CLASS B MEMBER	B
FIRST REPUBLIC BANK	DE	CLASS B MEMBER	B
FIRST REPUBLIC BANK	DE	MEMBER (CLASS B)	B
YOUNG, BARBARA, HAYES	I	PRINCIPAL, MEMBER (CLASS B)	B	Control
YOUNG, BARBARA, HAYES	I	PRINCIPAL, MEMBER (CLASS B)	B	Control
YOUNG, BARBARA, HAYES	I	PRINCIPAL, MEMBER (CLASS B)	B	Control
YOUNG, BARBARA, HAYES	I	PRINCIPAL, MEMBER (CLASS B)	B	Control
YOUNG, BARBARA, HAYES	I	PRINCIPAL, MEMBER (CLASS B)	B	Control
YOUNG, BARBARA, HAYES	I	PRINCIPAL, MEMBER (CLASS B)	B	Control
YOUNG, BARBARA, HAYES	I	PRINCIPAL, MEMBER (CLASS B)	B	Control
YOUNG, BARBARA, HAYES	I	PRINCIPAL, MEMBER (CLASS B)	B	Control
COLABIANCHI, VINCENT, ANTHONY	I	CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER	A	Control
COLABIANCHI, VINCENT, ANTHONY	I	CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER	A	Control
COLABIANCHI, VINCENT, ANTHONY	I	CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER	A	Control
COLABIANCHI, VINCENT, ANTHONY	I	CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER	A	Control
COLABIANCHI, VINCENT, ANTHONY	I	CHIEF FINANCIAL OFFICER & CHIEF COMPLIANCE OFFICER	A	Control
COLABIANCHI, VINCENT, ANTHONY	I	PRINCIPAL, CHIEF FINANCIAL OFFICER	A	Control
COLABIANCHI, VINCENT, ANTHONY	I	CHIEF FINANCIAL OFFICER	A	Control
COLABIANCHI, VINCENT, ANTHONY	I	PRINCIPAL, CHIEF FINANCIAL OFFICER	A	Control
COLABIANCHI, VINCENT, ANTHONY	I	PRINCIPAL, CHIEF FINANCIAL OFFICER	A	Control
Longinotti, James, Eugene	I	CHIEF COMPLIANCE OFFICER & CO-CHIEF INVESTMENT OFFICER	A	Control
Longinotti, James, Eugene	I	CHIEF COMPLIANCE OFFICER & CO-CHIEF INVESTMENT OFFICER	A	Control
Longinotti, James, Eugene	I	CHIEF COMPLIANCE OFFICER & CO-CHIEF INVESTMENT OFFICER	A	Control
Longinotti, James, Eugene	I	CHIEF COMPLIANCE OFFICER & CO-CHIEF INVESTMENT OFFICER	A	Control
Longinotti, James, Eugene	I	CHIEF COMPLIANCE OFFICER & CO-CHIEF INVESTMENT OFFICER	A	Control
Longinotti, James, Eugene	I	CHIEF COMPLIANCE OFFICER & CO-CHIEF INVESTMENT OFFICER	A	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
FIGUEROA, SEAN, JASON	I	BLUE PINE HOLDINGS	E	Control
FIGUEROA, SEAN, JASON	I	BLUE PINE HOLDINGS	E	Control
FIGUEROA, SEAN, JASON	I	BLUE PINE HOLDINGS	E	Control
FIGUEROA, SEAN, JASON	I	BLUE PINE HOLDINGS	E	Control
ENOS, STEVEN, WILFRED	I	BLUE PINE HOLDINGS, LLC	C	Control
ENOS, STEVEN, WILFRED	I	BLUE PINE HOLDINGS, LLC	C	Control
ENOS, STEVEN, WILFRED	I	BLUE PINE HOLDINGS, LLC	C	Control
ENOS, STEVEN, WILFRED	I	BLUE PINE HOLDINGS, LLC	C	Control
ENOS, STEVEN, WILFRED	I	BLUE PINE HOLDINGS, LLC	C	Control
ENOS, STEVEN, WILFRED	I	BLUE PINE HOLDINGS, LLC	C	Control
ENOS, STEVEN, WILFRED	I	BLUE PINE HOLDINGS, LLC	C	Control
ENOS, STEVEN, WILFRED	I	BLUE PINE HOLDINGS, LLC	C	Control
ENOS, STEVEN, WILFRED	I	BLUE PINE HOLDINGS, LLC	C	Control
ENOS, STEVEN, WILFRED	I	BLUE PINE HOLDINGS, LLC	C	Control
ENOS, STEVEN, WILFRED	I	BLUE PINE HOLDINGS, LLC	C	Control
ENOS, STEVEN, WILFRED	I	BLUE PINE HOLDINGS, LLC	C	Control
FIGUEROA, SEAN, JASON	I	BLUE PINE HOLDINGS, LLC	C	Control
FIGUEROA, SEAN, JASON	I	BLUE PINE HOLDINGS, LLC	C	Control
FIGUEROA, SEAN, JASON	I	BLUE PINE HOLDINGS, LLC	C	Control
FIGUEROA, SEAN, JASON	I	BLUE PINE HOLDINGS, LLC	C	Control
FIGUEROA, SEAN, JASON	I	BLUE PINE HOLDINGS, LLC	C	Control
FIGUEROA, SEAN, JASON	I	BLUE PINE HOLDINGS, LLC	C	Control
FIGUEROA, SEAN, JASON	I	BLUE PINE HOLDINGS, LLC	C	Control
FIGUEROA, SEAN, JASON	I	BLUE PINE HOLDINGS, LLC	C	Control
FIGUEROA, SEAN, JASON	I	BLUE PINE HOLDINGS, LLC	C	Control
FIGUEROA, SEAN, JASON	I	BLUE PINE HOLDINGS, LLC	C	Control
FIGUEROA, SEAN, JASON	I	BLUE PINE HOLDINGS, LLC	C	Control
FIGUEROA, SEAN, JASON	I	BLUE PINE HOLDINGS, LLC	C	Control
YOUNG, BARBARA, HAYES	I	BLUE PINE HOLDINGS, LLC	C	Control
YOUNG, BARBARA, HAYES	I	BLUE PINE HOLDINGS, LLC	C	Control
YOUNG, BARBARA, HAYES	I	BLUE PINE HOLDINGS, LLC	C	Control
YOUNG, BARBARA, HAYES	I	BLUE PINE HOLDINGS, LLC	C	Control
YOUNG, BARBARA, HAYES	I	BLUE PINE HOLDINGS, LLC	C	Control
YOUNG, BARBARA, HAYES	I	BLUE PINE HOLDINGS, LLC	C	Control
YOUNG, BARBARA, HAYES	I	BLUE PINE HOLDINGS, LLC	C	Control
YOUNG, BARBARA, HAYES	I	BLUE PINE HOLDINGS, LLC	C	Control
YOUNG, BARBARA, HAYES	I	BLUE PINE HOLDINGS, LLC	C	Control
YOUNG, BARBARA, HAYES	I	BLUE PINE HOLDINGS, LLC	C	Control
YOUNG, BARBARA, HAYES	I	BLUE PINE HOLDINGS, LLC	C	Control
YOUNG, BARBARA, HAYES	I	BLUE PINE HOLDINGS, LLC	C	Control

Registrations

Federal

Mar 29, 2019 REGISTERED

Notice Filings (13)

CA FL MI MN MO NE NV NY OH OR TN TX WA

Address

101 CALIFORNIA STREET
SUITE 1025
SAN FRANCISCO, CA 94111
United States

Phone: (415)489-2100