Investment adviser · CRD 312340
CYPRESS CAPITAL WEALTH MANAGEMENT LLC
Investment adviser filing (IA)
CYPRESS CAPITAL WEALTH MANAGEMENT, LLC
ANN ARBOR, MI, United States · Form ADV filed Mar 4, 2026
- Regulatory AUM
- $330M Form ADV · Item 5.F
- Client accounts
- 106 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Corporations & businesses | 45 | $253,948,609 | 76.9% |
| High-net-worth individuals | 61 | $76,272,792 | 23.1% |
Filing source
Form ADV 2065319 · Mar 4, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 4, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed · Performance-based
Principal office
3040 LOHR ROADANN ARBOR, MI, 48108, United States
CRD 312340
Filing source
Form ADV 2065319 · Mar 4, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.