RIA Intel›Advisers›California›CYCLUS WEALTH MANAGEMENT, INC.

CYCLUS WEALTH MANAGEMENT, INC.

Advisory

Data as of Jun 22, 2026 · Source: SEC Form ADV

Rank in CA

#4,150

of 5,480 advisers by AUM

Average account

$600K

across 40 accounts

AUM per adviser

$12M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 22, 2026.

Total AUM

$24M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$24M

Discretionary AUM$24M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients40

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

40 clients

4 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

O'CONNELL, JOHN GLENNON

$24M

ALPHA PRIVATE WEALTH ADVISORS LLC

SAN FRANCISCO, CA

$24M

JC FINANCIAL SERVICES

LOOMIS, CA

$24M

GRANTHAM, BURTON IRWIN

$24M

IMHAUS INVESTMENT ADVISORS

$24M

CARR WEALTH MANAGEMENT LLC

$24M

Get the full picture on CYCLUS WEALTH MANAGEMENT, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CYCLUS WEALTH MANAGEMENT, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans