CYPRESS WEALTH MANAGEMENT, LLC
Legal name: CYPRESS WEALTH MANAGEMENT
CRD #324524 SEC #801-128859 OAKBROOK TERRACE, IL (773) 610-5895
SEC Registered Private Funds
Total AUM
$272M
Discretionary
$272M
Employees
5
Clients
0
Accounts
47
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $272M | $272M | $0 | 5 | 0 |
| May 2025 | $235.8M | $235.8M | $0 | 5 | 0 |
| Mar 2025 | $235.8M | $235.8M | $0 | 5 | 0 |
| Dec 2024 | $226.2M | $226.2M | $0 | 5 | 0 |
| Jul 2024 | $226.2M | $226.2M | $0 | 5 | 0 |
| Mar 2024 | $226.2M | $226.2M | $0 | 5 | 0 |
| Nov 2023 | $215M | $215M | $0 | 5 | 1 |
| Sep 2023 | $215M | $215M | $0 | 5 | 1 |
| Sep 2023 | $215M | $215M | $0 | 5 | 1 |
DateSep 2025
Total AUM$272M
Discretionary$272M
Non-Disc.$0
Employees5
Clients0
DateMay 2025
Total AUM$235.8M
Discretionary$235.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$235.8M
Discretionary$235.8M
Non-Disc.$0
Employees5
Clients0
DateDec 2024
Total AUM$226.2M
Discretionary$226.2M
Non-Disc.$0
Employees5
Clients0
DateJul 2024
Total AUM$226.2M
Discretionary$226.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$226.2M
Discretionary$226.2M
Non-Disc.$0
Employees5
Clients0
DateNov 2023
Total AUM$215M
Discretionary$215M
Non-Disc.$0
Employees5
Clients1
DateSep 2023
Total AUM$215M
Discretionary$215M
Non-Disc.$0
Employees5
Clients1
DateSep 2023
Total AUM$215M
Discretionary$215M
Non-Disc.$0
Employees5
Clients1