RIA Intel›Advisers›Tennessee›CYPRESS WEALTH MANAGEMENT, LLC

CYPRESS WEALTH MANAGEMENT, LLC

Advisory

GERMANTOWN, TN

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in TN

#307

of 380 advisers by AUM

Average account

$346K

across 225 accounts

AUM per adviser

$78M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$78M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$78M

Discretionary AUM$63M

Non-Discretionary AUM$15M

Discretionary %81.3%

Total Clients51

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTN

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

51 clients

20 high-net-worth

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

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

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