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CYPRESS WEALTH ADVISORS, LLC

Advisory

SHAVANO PARK, TX

Data as of Mar 6, 2026 · Source: SEC Form ADV

Rank in TX
#1,521
of 2,813 advisers by AUM
Average account
$959K
across 84 accounts
AUM per adviser
$81M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 6, 2026.

Total AUM
$81M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
2
Assets Under Management
Total AUM$81M
Discretionary AUM$81M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients84
Team
Total Employees2
Investment Advisers1
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

Advisers of similar size in TX

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

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