{
  "crd_number": 312340,
  "slug": "cypress-capital-wealth-management-llc-ann-arbor-mi-312340",
  "primary_business_name": "CYPRESS CAPITAL WEALTH MANAGEMENT LLC",
  "legal_name": "CYPRESS CAPITAL WEALTH MANAGEMENT, LLC",
  "dbas": [
    "CYPRESS CAPITAL WEALTH MANAGEMENT"
  ],
  "city": "Ann Arbor",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "11460",
  "metro": {
    "cbsa_code": "11460",
    "common_name": "Ann Arbor",
    "msa_name": "Ann Arbor, MI",
    "path": "/advisors/mi/ann-arbor"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-06-20",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-03-04",
  "carried_forward": false,
  "raum_total": 330221401.0,
  "raum_discretionary": 152896910.0,
  "raum_non_discretionary": 177324491.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 76272792.0,
      "count": 61
    },
    "corporations_other_businesses": {
      "raum": 253948609.0,
      "count": 45
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "MI"
  ],
  "websites": [
    "https://cypresscapitalwealth.com",
    "https://linkedin.com/company/cypress-capital-family-office-weatlh-management",
    "https://linkedin.com/in/james-housler-awma%C2%AE-a121522a"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/312340",
  "city_as_filed": "ANN ARBOR",
  "url": "https://advisorcensus.com/firm/cypress-capital-wealth-management-llc-ann-arbor-mi-312340",
  "display_name": "Cypress Capital Wealth Management LLC",
  "summary": "Cypress Capital Wealth Management LLC is an SEC-registered investment advisory firm in Ann Arbor, MI, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 4, 2026.",
  "citation": "AdvisorCensus. Cypress Capital Wealth Management LLC (CRD 312340): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Cypress Capital Wealth Management LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Cypress Capital Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees."
    },
    {
      "q": "How much does Cypress Capital Wealth Management LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 4, 2026 states: Asset-based fee: up to 1% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Cypress Capital Wealth Management LLC located?",
      "a": "Cypress Capital Wealth Management LLC's principal office is in Ann Arbor, MI, according to its Form ADV."
    },
    {
      "q": "Is Cypress Capital Wealth Management LLC registered with the SEC or a state?",
      "a": "Cypress Capital Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 312340."
    },
    {
      "q": "How much does Cypress Capital Wealth Management LLC manage?",
      "a": "Cypress Capital Wealth Management LLC reports $330,221,401 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (46% discretionary)."
    },
    {
      "q": "How have Cypress Capital Wealth Management LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Cypress Capital Wealth Management LLC: Regulatory assets under management: $134,467,355 in the October 2021 data and $330,221,401 in the October 2026 data, up 146%. Total employees: 2 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Cypress Capital Wealth Management LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (61); corporations or other businesses not listed above (45)."
    },
    {
      "q": "Which custodians does Cypress Capital Wealth Management LLC use?",
      "a": "Cypress Capital Wealth Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Empower Trust Company LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Cypress Capital Wealth Management LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/312340"
    },
    {
      "q": "Does Cypress Capital Wealth Management LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 4, 2026 says: \"Adviser does not have a minimum account balance.\" \"We do not require a minimum dollar amount to open and maintain an advisory account.\""
    },
    {
      "q": "What changed in Cypress Capital Wealth Management LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $234,581,290 to $330,221,401 (+41%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 134467355.0,
      "total_employees": 2,
      "filing_date": "2021-06-11"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 2055240.0,
      "total_employees": 2,
      "filing_date": "2022-06-10"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 129287793.0,
      "total_employees": 4,
      "filing_date": "2023-07-19"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 149469276.0,
      "total_employees": 5,
      "filing_date": "2024-08-28"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 234581290.0,
      "total_employees": 4,
      "filing_date": "2025-07-22"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 330221401.0,
      "total_employees": 4,
      "filing_date": "2026-03-04"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $234,581,290 to $330,221,401 (+41%)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 1 to 2."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 4, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1% of assets a year",
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Our maximum investment advisory fee is 1.00%, or we may negotiate a lower advisory fee."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Adviser does not have a minimum account balance.",
          "We do not require a minimum dollar amount to open and maintain an advisory account."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.0,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "Our maximum investment advisory fee is 1.00%, or we may negotiate a lower advisory fee.",
      "Adviser does not have a minimum account balance.",
      "We do not require a minimum dollar amount to open and maintain an advisory account."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Empower Trust Company LLC",
      "name_as_filed": "EMPOWER TRUST COMPANY LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/cypress-capital-wealth-management-llc-ann-arbor-mi-312340.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 61,
      "fewer_than_5": false,
      "raum": 76272792.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 45,
      "fewer_than_5": false,
      "raum": 253948609.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/312340",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}