# CYPRESS WEALTH ADVISORS, LLC

CYPRESS WEALTH ADVISORS, LLC of SHAVANO PARK, TX is an SEC-registered investment adviser.

## Registration

- CRD: 166414
- Type: SEC-registered investment adviser
- Location: 4358 LOCKHILL SELMA RD, STE 310, SHAVANO PARK, TX, 78249
- Phone: 210-787-5410
- Latest filing: 2026-03-06
- Regulatory AUM: $80.6M
- Discretionary AUM: $80.6M
- Clients: 2
- Accounts: 84

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/166414/brochure
- Similar advisers: https://search.stillhousedata.com/firm/166414/similar
- Related entities: https://search.stillhousedata.com/firm/166414/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/166414

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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.