CYPRESS CAPITAL WEALTH MANAGEMENT, LLC
Legal name: CYPRESS CAPITAL WEALTH MANAGEMENT LLC
CRD #312340 SEC #801-128192 ANN ARBOR, MI (734) 228-0460
SEC Registered
Total AUM
$234.6M
Discretionary
$115.3M
Employees
4
Clients
0
Accounts
116
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $234.6M | $115.3M | $119.2M | 4 | 0 |
| Mar 2025 | $234.6M | $115.3M | $119.2M | 4 | 0 |
| Oct 2024 | $149.5M | $12.1M | $137.4M | 4 | 0 |
| Aug 2024 | $149.5M | $12.1M | $137.4M | 5 | 0 |
| Jul 2024 | $149.5M | $12.1M | $137.4M | 5 | 0 |
| Mar 2024 | $149.5M | $12.1M | $137.4M | 6 | 0 |
| Dec 2023 | $129.3M | $1.6M | $127.7M | 4 | 0 |
| Jul 2023 | $129.3M | $1.6M | $127.7M | 4 | 0 |
| Jun 2023 | $129.3M | $1.6M | $127.7M | 4 | 0 |
| May 2023 | $129.3M | $1.6M | $127.7M | 4 | 0 |
| Jun 2022 | $2.1M | $2.1M | $0 | 2 | 0 |
| Mar 2022 | $188.5M | $188.5M | $0 | 2 | 0 |
| Feb 2022 | $138.4M | $138.4M | $0 | 2 | 0 |
| Jun 2021 | $134.5M | $134.5M | $0 | 2 | 0 |
| Apr 2021 | $0 | $0 | $0 | 2 | 0 |
| Mar 2021 | $0 | $0 | $0 | 2 | 0 |
| Jan 2021 | $0 | $0 | $0 | 2 | 0 |
DateJul 2025
Total AUM$234.6M
Discretionary$115.3M
Non-Disc.$119.2M
Employees4
Clients0
DateMar 2025
Total AUM$234.6M
Discretionary$115.3M
Non-Disc.$119.2M
Employees4
Clients0
DateOct 2024
Total AUM$149.5M
Discretionary$12.1M
Non-Disc.$137.4M
Employees4
Clients0
DateAug 2024
Total AUM$149.5M
Discretionary$12.1M
Non-Disc.$137.4M
Employees5
Clients0
DateJul 2024
Total AUM$149.5M
Discretionary$12.1M
Non-Disc.$137.4M
Employees5
Clients0
DateMar 2024
Total AUM$149.5M
Discretionary$12.1M
Non-Disc.$137.4M
Employees6
Clients0
DateDec 2023
Total AUM$129.3M
Discretionary$1.6M
Non-Disc.$127.7M
Employees4
Clients0
DateJul 2023
Total AUM$129.3M
Discretionary$1.6M
Non-Disc.$127.7M
Employees4
Clients0
DateJun 2023
Total AUM$129.3M
Discretionary$1.6M
Non-Disc.$127.7M
Employees4
Clients0
DateMay 2023
Total AUM$129.3M
Discretionary$1.6M
Non-Disc.$127.7M
Employees4
Clients0
DateJun 2022
Total AUM$2.1M
Discretionary$2.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$188.5M
Discretionary$188.5M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$138.4M
Discretionary$138.4M
Non-Disc.$0
Employees2
Clients0
DateJun 2021
Total AUM$134.5M
Discretionary$134.5M
Non-Disc.$0
Employees2
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJan 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0