CYPRESS WEALTH SERVICES, LLC
CRD #288992 SEC #801-110836 PALM DESERT, CA (760) 834-7250
SEC Registered
Total AUM
$965.5M
Discretionary
$965.5M
Employees
14
Clients
0
Accounts
1,882
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $965.5M | $965.5M | $0 | 14 | 0 |
| Apr 2025 | $965.5M | $965.5M | $0 | 14 | 0 |
| Feb 2025 | $965.5M | $965.5M | $0 | 14 | 0 |
| Feb 2025 | $965.5M | $965.5M | $0 | 14 | 0 |
| Sep 2024 | $821.3M | $821.3M | $0 | 16 | 0 |
| Jun 2024 | $821.3M | $821.3M | $0 | 16 | 0 |
| Mar 2024 | $821.3M | $821.3M | $0 | 16 | 0 |
| Mar 2024 | $821.3M | $821.3M | $0 | 16 | 0 |
| Feb 2024 | $821.3M | $821.3M | $0 | 16 | 0 |
| May 2023 | $677.1M | $677.1M | $0 | 16 | 1 |
| May 2023 | $677.1M | $677.1M | $0 | 16 | 1 |
| May 2023 | $677.1M | $677.1M | $0 | 16 | 1 |
| Feb 2023 | $677.1M | $677.1M | $0 | 16 | 1 |
| Dec 2022 | $714.7M | $714.7M | $0 | 13 | 0 |
| Dec 2022 | $714.7M | $714.7M | $0 | 13 | 0 |
| Feb 2022 | $714.7M | $714.7M | $0 | 13 | 0 |
| Feb 2022 | $714.7M | $714.7M | $0 | 13 | 0 |
| Jan 2022 | $981.6M | $979.4M | $2.2M | 18 | 3 |
| Jan 2022 | $981.6M | $979.4M | $2.2M | 18 | 3 |
| May 2021 | $981.6M | $979.4M | $2.2M | 18 | 3 |
| Apr 2021 | $981.6M | $979.4M | $2.2M | 18 | 3 |
| Feb 2021 | $981.6M | $979.4M | $2.2M | 18 | 3 |
| Feb 2021 | $981.6M | $979.4M | $2.2M | 18 | 3 |
| Jul 2020 | $821.7M | $820.8M | $892.4K | 16 | 1 |
| Jun 2020 | $821.7M | $820.8M | $892.4K | 16 | 1 |
| May 2020 | $821.7M | $820.8M | $892.4K | 16 | 1 |
| Apr 2020 | $821.7M | $820.8M | $892.4K | 16 | 1 |
| Feb 2020 | $821.7M | $820.8M | $892.4K | 16 | 1 |
| Sep 2019 | $625.1M | $625.1M | $0 | 15 | 2 |
| Aug 2019 | $625.1M | $625.1M | $0 | 15 | 2 |
| Aug 2019 | $625.1M | $625.1M | $0 | 15 | 2 |
| May 2019 | $625.1M | $625.1M | $0 | 15 | 2 |
| Mar 2019 | $625.1M | $625.1M | $0 | 15 | 2 |
| Feb 2019 | $552.7M | $552.7M | $0 | 13 | 0 |
| Jan 2019 | $552.7M | $552.7M | $0 | 13 | 0 |
| Jan 2019 | $552.7M | $552.7M | $0 | 13 | 0 |
| Oct 2018 | $552.7M | $552.7M | $0 | 13 | 0 |
| Aug 2018 | $552.7M | $552.7M | $0 | 13 | 0 |
| Aug 2018 | $552.7M | $552.7M | $0 | 13 | 0 |
| Jul 2018 | $552.7M | $552.7M | $0 | 13 | 0 |
| May 2018 | $552.7M | $552.7M | $0 | 13 | 0 |
| Apr 2018 | $552.7M | $552.7M | $0 | 13 | 0 |
| Mar 2018 | $552.7M | $552.7M | $0 | 13 | 0 |
| Nov 2017 | $506.9M | $506.9M | $0 | 12 | 0 |
| Sep 2017 | $0 | $0 | $0 | 12 | 0 |
| Aug 2017 | $0 | $0 | $0 | 12 | 0 |
| Aug 2017 | $0 | $0 | $0 | 12 | 0 |
| Aug 2017 | $0 | $0 | $0 | 12 | 0 |
| Jul 2017 | $0 | $0 | $0 | 12 | 0 |
| Jul 2017 | $0 | $0 | $0 | 12 | 0 |
| Jun 2017 | $0 | $0 | $0 | 8 | 0 |
DateSep 2025
Total AUM$965.5M
Discretionary$965.5M
Non-Disc.$0
Employees14
Clients0
DateApr 2025
Total AUM$965.5M
Discretionary$965.5M
Non-Disc.$0
Employees14
Clients0
DateFeb 2025
Total AUM$965.5M
Discretionary$965.5M
Non-Disc.$0
Employees14
Clients0
DateFeb 2025
Total AUM$965.5M
Discretionary$965.5M
Non-Disc.$0
Employees14
Clients0
DateSep 2024
Total AUM$821.3M
Discretionary$821.3M
Non-Disc.$0
Employees16
Clients0
DateJun 2024
Total AUM$821.3M
Discretionary$821.3M
Non-Disc.$0
Employees16
Clients0
DateMar 2024
Total AUM$821.3M
Discretionary$821.3M
Non-Disc.$0
Employees16
Clients0
DateMar 2024
Total AUM$821.3M
Discretionary$821.3M
Non-Disc.$0
Employees16
Clients0
DateFeb 2024
Total AUM$821.3M
Discretionary$821.3M
Non-Disc.$0
Employees16
Clients0
DateMay 2023
Total AUM$677.1M
Discretionary$677.1M
Non-Disc.$0
Employees16
Clients1
DateMay 2023
Total AUM$677.1M
Discretionary$677.1M
Non-Disc.$0
Employees16
Clients1
DateMay 2023
Total AUM$677.1M
Discretionary$677.1M
Non-Disc.$0
Employees16
Clients1
DateFeb 2023
Total AUM$677.1M
Discretionary$677.1M
Non-Disc.$0
Employees16
Clients1
DateDec 2022
Total AUM$714.7M
Discretionary$714.7M
Non-Disc.$0
Employees13
Clients0
DateDec 2022
Total AUM$714.7M
Discretionary$714.7M
Non-Disc.$0
Employees13
Clients0
DateFeb 2022
Total AUM$714.7M
Discretionary$714.7M
Non-Disc.$0
Employees13
Clients0
DateFeb 2022
Total AUM$714.7M
Discretionary$714.7M
Non-Disc.$0
Employees13
Clients0
DateJan 2022
Total AUM$981.6M
Discretionary$979.4M
Non-Disc.$2.2M
Employees18
Clients3
DateJan 2022
Total AUM$981.6M
Discretionary$979.4M
Non-Disc.$2.2M
Employees18
Clients3
DateMay 2021
Total AUM$981.6M
Discretionary$979.4M
Non-Disc.$2.2M
Employees18
Clients3
DateApr 2021
Total AUM$981.6M
Discretionary$979.4M
Non-Disc.$2.2M
Employees18
Clients3
DateFeb 2021
Total AUM$981.6M
Discretionary$979.4M
Non-Disc.$2.2M
Employees18
Clients3
DateFeb 2021
Total AUM$981.6M
Discretionary$979.4M
Non-Disc.$2.2M
Employees18
Clients3
DateJul 2020
Total AUM$821.7M
Discretionary$820.8M
Non-Disc.$892.4K
Employees16
Clients1
DateJun 2020
Total AUM$821.7M
Discretionary$820.8M
Non-Disc.$892.4K
Employees16
Clients1
DateMay 2020
Total AUM$821.7M
Discretionary$820.8M
Non-Disc.$892.4K
Employees16
Clients1
DateApr 2020
Total AUM$821.7M
Discretionary$820.8M
Non-Disc.$892.4K
Employees16
Clients1
DateFeb 2020
Total AUM$821.7M
Discretionary$820.8M
Non-Disc.$892.4K
Employees16
Clients1
DateSep 2019
Total AUM$625.1M
Discretionary$625.1M
Non-Disc.$0
Employees15
Clients2
DateAug 2019
Total AUM$625.1M
Discretionary$625.1M
Non-Disc.$0
Employees15
Clients2
DateAug 2019
Total AUM$625.1M
Discretionary$625.1M
Non-Disc.$0
Employees15
Clients2
DateMay 2019
Total AUM$625.1M
Discretionary$625.1M
Non-Disc.$0
Employees15
Clients2
DateMar 2019
Total AUM$625.1M
Discretionary$625.1M
Non-Disc.$0
Employees15
Clients2
DateFeb 2019
Total AUM$552.7M
Discretionary$552.7M
Non-Disc.$0
Employees13
Clients0
DateJan 2019
Total AUM$552.7M
Discretionary$552.7M
Non-Disc.$0
Employees13
Clients0
DateJan 2019
Total AUM$552.7M
Discretionary$552.7M
Non-Disc.$0
Employees13
Clients0
DateOct 2018
Total AUM$552.7M
Discretionary$552.7M
Non-Disc.$0
Employees13
Clients0
DateAug 2018
Total AUM$552.7M
Discretionary$552.7M
Non-Disc.$0
Employees13
Clients0
DateAug 2018
Total AUM$552.7M
Discretionary$552.7M
Non-Disc.$0
Employees13
Clients0
DateJul 2018
Total AUM$552.7M
Discretionary$552.7M
Non-Disc.$0
Employees13
Clients0
DateMay 2018
Total AUM$552.7M
Discretionary$552.7M
Non-Disc.$0
Employees13
Clients0
DateApr 2018
Total AUM$552.7M
Discretionary$552.7M
Non-Disc.$0
Employees13
Clients0
DateMar 2018
Total AUM$552.7M
Discretionary$552.7M
Non-Disc.$0
Employees13
Clients0
DateNov 2017
Total AUM$506.9M
Discretionary$506.9M
Non-Disc.$0
Employees12
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateJul 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0