CYPRESS CAPITAL WEALTH MANAGEMENT LLC

Overview

Cypress Capital Wealth Management LLC is a boutique RIA that manages individualized portfolios for both private clients and institutions, favoring equity-heavy allocations. The firm’s advisory scope includes portfolio management for individuals, small businesses and larger business or institutional accounts, and it charges a mix of percentage-of-AUM, fixed fees and performance-based fees. Cypress is not positioned as a capital allocator or pension consultant and does not present itself as an active ESG investor. Investment activity is concentrated in liquid public equities and ETFs, with discretionary and non-discretionary mandates split across the client base. The firm is organized as a limited liability company and reports a domestic individual ownership structure. It maintains industry ties to banking or trust institutions consistent with its custody relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices