| 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 |
Cypress Capital Wealth Management, LLC reports $234.6 million in regulatory assets under management on its Form ADV.
Cypress Capital Wealth Management, LLC reports 4 employees.
Cypress Capital Wealth Management, LLC is based in Ann Arbor, MI and has been SEC-registered since 2023.
Cypress Capital Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $115.3M |
| Non-discretionary | $119.2M |
| Total (RAUM) | $234.6M |