Blue Cypress Wealth Management, LLC

Overview

Blue Cypress Wealth Management, LLC is an independent registered investment adviser operating as a limited liability company that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm’s investment posture favors equities—both exchange-traded instruments and individual stocks—supported by separately managed account (SMA) structures. Fee arrangements are flexible, with clients billed on a percentage-of-AUM basis as well as by hourly or fixed fees for specific planning engagements. Portfolio management appears centered on liquid, marketable securities with a tilt toward exchange-traded equities. The firm is not positioned as a capital allocator to bespoke private funds on behalf of clients, but it does incorporate third-party alternative managers and traditional fixed-income and mutual fund strategies as part of broader client solutions. Blue Cypress does not identify as an active ESG investor and maintains a client base composed primarily of individuals and family relationships rather than institutional pension or multi-state advisory mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices