CYPRESS WEALTH SERVICES, LLC

74150 Country Club Drive
Palm Desert, California 92260
Tel: (760) 834-7250

About CYPRESS WEALTH SERVICES, LLC

CYPRESS WEALTH SERVICES, LLC, formally registered with the SEC as CYPRESS WEALTH SERVICES, LLC. The firm was established in 07/17/2017. They have over 2 offices throughout the country.

CYPRESS WEALTH SERVICES, LLC is a Palm Desert, California based Financial Planning firm with nearly $965,541,741 assets under management, offering retirement planning & investment advisory services to 1882 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288992
SEC#	801-110836
Assets Managed by Firm	$965,541,741
No. of Clients	1882
No. of Advisors	14

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1882	$965,541,741
Individuals (other than high net worth individuals)	432	$103,253,934
High net worth individuals	279	$800,997,524
Charitable organizations	5	$46,780,470
Corporations or other businesses	6	$14,509,813

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