# CYPRESS WEALTH SERVICES, LLC

CYPRESS WEALTH SERVICES, LLC of PALM DESERT, CA is an SEC-registered investment adviser.

## Registration

- CRD: 288992
- Type: SEC-registered investment adviser
- SEC file number: 801-110836
- Location: 74150 COUNTRY CLUB DRIVE, PALM DESERT, CA, 92260
- Phone: (760) 834-7250
- Latest filing: 2026-02-06
- Regulatory AUM: $1.3B
- Discretionary AUM: $1.3B
- Clients: 21
- Accounts: 2,215

## Business model

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

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Christian Brad Risenmay | MANAGING MEMBER; PARTNER & SENIOR FINANCIAL ADVISOR | — |
| Marc Edelman Koven | CHIEF COMPLIANCE OFFICER | — |
| David Reeder Thatcher | MANAGING MEMBER; PARTNER & SENIOR FINANCIAL ADVISOR | — |
| Stephen Ross Biesinger | MANAGING MEMBER; PARTNER & SENIOR FINANCIAL ADVISOR | — |
| KOVEN MARC EDELMAN | CHIEF COMPLIANCE OFFICER | — |
| RISENMAY CHRISTIAN BRAD | MANAGING MEMBER; MANAGING MEMBER, VICE PRESIDENT & FINANCIAL ADVISOR; PARTNER & SENIOR FINANCIAL ADVISOR | — |
| THATCHER MARK WILLIAM | MANAGING MEMBER; PARTNER; PARTNER & SENIOR FINANCIAL ADVISOR | — |
| THATCHER DAVID REEDER | MANAGING MEMBER; MANAGING MEMBER, VICE PRESIDENT & FINANCIAL ADVISOR; PARTNER & SENIOR FINANCIAL ADVISOR | — |
| LAMM SHATTUCK FRANKLIN | MANAGING MEMBER; PARTNER; PARTNER & SENIOR FINANCIAL ADVISOR | — |
| BIESINGER STEPHEN ROSS | MANAGING MEMBER; MANAGING MEMBER, VICE PRESIDENT & FINANCIAL ADVISOR; PARTNER & SENIOR FINANCIAL ADVISOR | — |
| PENNEY CLARK STEVEN | MANAGING MEMBER; PARTNER & SENIOR FINANCIAL ADVISOR | — |
| THATCHER MARK W | MANAGING MEMBER, SENIOR VICE PRESIDENT & FINANCIAL ADVISOR | — |
| LAMM SHATTUCK F | MANAGING MEMBER, SENIOR VICE PRESIDENT & FINANCIAL ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/288992/brochure
- Similar advisers: https://search.stillhousedata.com/firm/288992/similar
- Related entities: https://search.stillhousedata.com/firm/288992/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/288992

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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.