CYCLUS WEALTH MANAGEMENT

CYCLUS WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 168699). Regulatory assets under management: $24.0M.

Registration

• CRD: 168699
• Type: Registered investment adviser
• Phone: 415-937-3437
• Latest filing: 2026-06-22
• Regulatory AUM: $24.0M
• Discretionary AUM: $24.0M
• Clients: 2
• Accounts: 40

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168699 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search