Cypress Wealth Services, LLC
● SEC registered since 2017CRD 288992SEC# 801-110836Palm Desert, CA
Reg. AUM
$1.34B
Employees
21
Accounts
2,215
Location
Palm Desert, CA
Cypress Wealth Services, LLC assets under management
Cypress Wealth Services, LLC is an SEC-registered investment adviser based in Palm Desert, CA. The firm has been registered since 2017. It reports $1.3 billion in regulatory assets under management and employs 21 people.
Cypress Wealth Services, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christian Brad Risenmay Control | Partner & Senior Financial Advisor | Under 5% | 2017 |
| Cypress Group Wealth Advisors, Inc. Control | Managing Member | 25-50% | 2017 |
| David Reeder Thatcher Control | Partner & Senior Financial Advisor | Under 5% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Cypress Wealth Services, LLC manage?
Cypress Wealth Services, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Cypress Wealth Services, LLC have?
Cypress Wealth Services, LLC reports 21 employees.
Where is Cypress Wealth Services, LLC located?
Cypress Wealth Services, LLC is based in Palm Desert, CA and has been SEC-registered since 2017.
Does Cypress Wealth Services, LLC disclose fund performance?
Cypress Wealth Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 74150 Country Club Drive, Palm Desert, CA 92260 |
| Phone | (760) 834-7250 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 172152 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.34B▲ 39%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$1.34Bregulatory AUM
Discretionary $1.34B