RIA Intel›Advisers›Louisiana›BLUE CYPRESS WEALTH MANAGEMENT, LLC

BLUE CYPRESS WEALTH MANAGEMENT, LLC

Advisory

LA

Data as of Mar 18, 2026 · Source: SEC Form ADV

Average account
$105K
across 140 accounts
AUM per adviser
$7M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM
$15M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$15M
Discretionary AUM$15M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients60
Team
Total Employees2
Investment Advisers2
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InLA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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