PALM DESERT, CACRD 288992Latest ADV February 6, 2026
Cypress Wealth Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Palm Desert, CA. Its latest Form ADV filing, dated February 6, 2026, reports $1.3B in regulatory assets under management, 21 employees, 1 office, and 2,215 accounts.
Assets Under Management
$1.3B
Employees
21
Offices
1 office
Total Clients
836
Primary office
PALM DESERT, CA
74150 COUNTRY CLUB DRIVE, PALM DESERT, CA, United States
Top client segmentIndividuals represent 56.1% of total clients.
Top client categories% of clientsClients
1
Individuals
56.1%
469
2
HNWI
42.6%
356
3
Corporations
0.7%
6
4
Charitable
0.6%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of February 6, 2026
Discretionary100.0%
$1.3B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.3B
Total Accounts2,215
10Y AUM Change+$1.3B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee40:1
10Y Employee Change+13 (+162.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.