# CYPRESS WEALTH MANAGEMENT, LLC

CYPRESS WEALTH MANAGEMENT, LLC of GERMANTOWN, TN is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 154177
- Type: SEC-registered investment adviser
- Location: 2171 JUDICIAL DRIVE, STE. 110, GERMANTOWN, TN, 38138
- Phone: 901-292-3596
- Latest filing: 2026-03-30
- Regulatory AUM: $77.9M
- Discretionary AUM: $63.3M
- Non-discretionary AUM: $14.6M
- Clients: 2
- Accounts: 225

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154177/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154177/similar
- Related entities: https://search.stillhousedata.com/firm/154177/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154177

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.