OAKBROOK TERRACE, ILCRD 324524Latest ADV March 20, 2026
Cypress Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oakbrook Terrace, IL. Its latest Form ADV filing, dated March 20, 2026, reports $283M in regulatory assets under management, 6 employees, and 50 accounts.
Assets Under Management
$283M
Employees
6
Offices
--
Total Clients
12
Primary office
OAKBROOK TERRACE, IL
18W140 BUTTERFIELD ROAD, SUITE 1110, OAKBROOK TERRACE, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.0% of total clients.
Top client categories% of clientsClients
1
HNWI
50.0%
6
2
Charitable
41.7%
5
3
Pooled Investment Vehicles
8.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$283Mas of March 20, 2026
Discretionary100.0%
$283M
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$283M
Total Accounts50
10Y AUM Change+$68M (+31.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee2:1
10Y Employee Change+1 (+20.0%)
* 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.