CYPRESS WEALTH ADVISORS, LLC

CYPRESS WEALTH ADVISORS, LLC of SHAVANO PARK, TX is an SEC-registered investment adviser (CRD 166414). Regulatory assets under management: $80.6M.

Registration

• CRD: 166414
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166414 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search