Adviser Profile
| As of Date | 06/10/2022 |
| Registration status | Registration Changed to CYPRESS CAPITAL WEALTH MANAGEMENT, LLC |
| ADV Location | FARMINGTON HILLS, MI, United States |
| Contact Info | 248 xxxxxxx |
| Websites |
| AUM* | 2,055,240 |
| of that, discretionary | 2,055,240 -99% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 685,080 -100% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
- Individuals (other than high net worth individuals)
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
134M
115M
96M
77M
58M
38M
19M
2021
2022
Private Funds
No private funds