# Cypress Capital Wealth Management LLC

> 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.

- CRD: 312340
- Filed as: CYPRESS CAPITAL WEALTH MANAGEMENT LLC
- Also doing business as: CYPRESS CAPITAL WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Ann Arbor, MI
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/312340
- AdvisorCensus page: https://advisorcensus.com/firm/cypress-capital-wealth-management-llc-ann-arbor-mi-312340

## Quick answers

**How is Cypress Capital Wealth Management LLC compensated?**
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.

**How much does Cypress Capital Wealth Management LLC charge?**
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.

**Where is Cypress Capital Wealth Management LLC located?**
Cypress Capital Wealth Management LLC's principal office is in Ann Arbor, MI, according to its Form ADV.

**Is Cypress Capital Wealth Management LLC registered with the SEC or a state?**
Cypress Capital Wealth Management LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 312340.

**How much does Cypress Capital Wealth Management LLC manage?**
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).

**How have Cypress Capital Wealth Management LLC's assets and staff changed since 2021?**
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.

**What types of clients does Cypress Capital Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (61); corporations or other businesses not listed above (45).

**Which custodians does Cypress Capital Wealth Management LLC use?**
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.

**Does Cypress Capital Wealth Management LLC report any disciplinary disclosures?**
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

**Does Cypress Capital Wealth Management LLC state an account minimum?**
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."

**What changed in Cypress Capital Wealth Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $234,581,290 to $330,221,401 (+41%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 4, 2026)

- Asset-based fee: up to 1% of assets a year (the maximum the brochure states)

> Our maximum investment advisory fee is 1.00%, or we may negotiate a lower advisory fee.

- Account minimum: None

> Adviser does not have a minimum account balance.

> We do not require a minimum dollar amount to open and maintain an advisory account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Empower Trust Company LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $330,221,401
- Discretionary: $152,896,910
- Non-discretionary: $177,324,491

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 61 | $76,272,792 |
| Corporations or other businesses not listed above | 45 | $253,948,609 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2023 (3 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cypresscapitalwealth.com
- LinkedIn @cypress-capital-family-office-weatlh-management
- LinkedIn @james-housler-awma®-a121522a

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $134,467,355 | 2 | June 11, 2021 |
| October 2022 | $2,055,240 | 2 | June 10, 2022 |
| October 2023 | $129,287,793 | 4 | July 19, 2023 |
| October 2024 | $149,469,276 | 5 | August 28, 2024 |
| October 2025 | $234,581,290 | 4 | July 22, 2025 |
| October 2026 | $330,221,401 | 4 | March 4, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $234,581,290 to $330,221,401 (+41%).

### March 2026
- Employees performing advisory functions went from 1 to 2.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cypress Capital Wealth Management LLC (CRD 312340): Form ADV filing data as of October 2026.