Cypress Financial Planning
Cypress Financial Planning is an SEC-registered wealth manager in Haddon Heights, NJ with $490.4M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Cypress Financial Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 151014, SEC 801-112700, data through 2026-06-26.
- AUM (assets under management / regulatory AUM)
- $490.4M (2026-06-26)
- Firm type
- Wealth Manager
- Location
- Haddon Heights, NJ
- Employees
- 7
- Clients
- 432
- CRD
- 151014
- Ownership
- PITTS, BENJAMIN, JARED; JONES, JEFFREY, RUSSELL; POWERS, EVAN; RUOFF, KURT, HERMAN; GAWLIK, MICHAEL, A.
How much AUM does Cypress Financial Planning have?
Cypress Financial Planning reported $490.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-26).
Who owns Cypress Financial Planning?
Disclosed owners and executives of Cypress Financial Planning include PITTS, BENJAMIN, JARED, JONES, JEFFREY, RUSSELL, POWERS, EVAN, RUOFF, KURT, HERMAN, GAWLIK, MICHAEL, A.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.