CYPRESS WEALTH MANAGEMENT

18w140 Butterfield Road, Suite 1110
Oakbrook Terrace, Illinois 60181
Tel: (224) 330-9662

About CYPRESS WEALTH MANAGEMENT

CYPRESS WEALTH MANAGEMENT, formally registered with the SEC as CYPRESS WEALTH MANAGEMENT. The firm was established in 11/29/2023. They have over 1 offices throughout the country.

CYPRESS WEALTH MANAGEMENT is a Oakbrook Terrace, Illinois based Financial Planning firm with nearly $235,800,000 assets under management, offering retirement planning & investment advisory services to 64 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	324524
SEC#	801-128859
Assets Managed by Firm	$235,800,000
No. of Clients	64
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Other (FAMILY OFFICE SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	64	$235,800,000
High net worth individuals	6	$10,700,000
Charitable organizations	5	$86,700,000

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