| 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 |
Cypress Wealth Services, LLC reports $965.5 million in regulatory assets under management on its Form ADV.
Cypress Wealth Services, LLC reports 14 employees.
Cypress Wealth Services, LLC is based in Palm Desert, CA and has been SEC-registered since 2017.
Cypress Wealth Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $965.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $965.5M |