CYPRESS WEALTH MANAGEMENT, LLC

CYPRESS WEALTH MANAGEMENT, LLC of GERMANTOWN, TN is an SEC-registered investment adviser (CRD 154177). Regulatory assets under management: $77.9M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 154177
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154177 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search