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CYPRESS WEALTH ADVISORS, LLC
CRD 166414
4358 LOCKHILL SELMA RD, STE 310, SHAVANO PARK, TX, 78249, United States
Phone
210-787-5410
Fax
210-978-0896
Registration
— (—)
Source
State registered
Total AUM
$80.6M
Discretionary AUM
$80.6M
Team
2 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 82 | $78.4M |
| Pension/profit sharing plans | 2 | $2.2M |
All web addresses on file
Official SEC filing: View on IAPD