Cypress Capital Wealth Management, LLC
● SEC registered since 2023CRD 312340SEC# 801-128192Ann Arbor, MI
Reg. AUM
$330.2M
Employees
4
Accounts
106
Location
Ann Arbor, MI
Cypress Capital Wealth Management, LLC assets under management
Cypress Capital Wealth Management, LLC is an SEC-registered investment adviser based in Ann Arbor, MI. The firm has been registered since 2023. It reports $330.2 million in regulatory assets under management and employs 4 people.
Cypress Capital Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Elizabeth Smith Housler | Chief Compliance Officer | Under 5% | 2023 |
| James Michael Housler Control | President | Under 5% | 2022 |
| Northstar Bank Control | Owner | Over 75% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Cypress Capital Wealth Management, LLC manage?
Cypress Capital Wealth Management, LLC reports $330.2 million in regulatory assets under management on its Form ADV.
How many employees does Cypress Capital Wealth Management, LLC have?
Cypress Capital Wealth Management, LLC reports 4 employees.
Where is Cypress Capital Wealth Management, LLC located?
Cypress Capital Wealth Management, LLC is based in Ann Arbor, MI and has been SEC-registered since 2023.
Does Cypress Capital Wealth Management, LLC disclose fund performance?
Cypress Capital Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3040 Lohr Road, Ann Arbor, MI 48108 |
| Phone | (734) 228-0460 |
| Office hours | Na |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$330.2M▲ 41%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$330.2Mregulatory AUM
Discretionary $152.9MNon-discretionary $177.3M