Cypress Capital Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$330,221,401
Total clients
61
100% high-net worth
Total advisors
1
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
61
Average account size
$5,413,466
About
Cypress Capital serves high‑net‑worth individuals, trusts, foundations, charitable organizations, retirement plans and corporate clients, providing customized portfolio management, retirement‑plan consulting and referrals for tax, estate and insurance services. The firm also advises on private investments and business transactions, including venture capital and private equity opportunities, and may engage sub‑advisors to manage portions of client portfolios.
The firm builds fully customized investment plans and offers both discretionary and non‑discretionary management governed by client‑specific guidelines, with periodic reviews and disciplined rebalancing. Its Form ADV discloses a significant portion of regulatory assets managed on a non‑discretionary basis and the use of multiple analysis methods (fundamental, technical and asset‑allocation) as well as strategies that include alternative investments and performance‑based arrangements such as its Spartan Long/Short strategy.
Cypress Capital is owned by NorthStar Bank and operates with bank and trust‑affiliated relationships, and it maintains an affiliated licensed insurance agency that shares personnel, arrangements the brochure discloses as potential conflicts of interest. The firm also discloses and advertises performance and hypothetical performance results for certain strategies and has a formal bank employee referral program, features that distinguish it from many peers in its category.
Client services
Expertise
Occupation focus
Fee options
10% performance-based incentive fee on Net Profits for Spartan Long/Short strategy
Main office location
Cypress Capital Wealth Management LLC
3040 Lohr Road
Ann Arbor MI 48108, United States
Number of offices
1
Most active in
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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