Cypress Capital Wealth Management LLC
Cypress Capital Wealth Management LLC is an SEC-registered wealth manager in Ann Arbor, MI with $330.2M assets under management (AUM, regulatory AUM), +41% over one year. See who owns Cypress Capital Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 312340, SEC 801-128192, data through 2026-03-04.
- AUM (assets under management / regulatory AUM)
- $330.2M (2026-03-04)
- Firm type
- Wealth Manager
- Location
- Ann Arbor, MI
- Employees
- 4
- Clients
- 106
- CRD
- 312340
- Ownership
- HOUSLER, JAMES, MICHAEL; HOUSLER, ELIZABETH, SMITH; NORTHSTAR BANK; NORTHSTAR FINANCIAL GROUP, INC.
How much AUM does Cypress Capital Wealth Management LLC have?
Cypress Capital Wealth Management LLC reported $330.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-04).
Who owns Cypress Capital Wealth Management LLC?
Disclosed owners and executives of Cypress Capital Wealth Management LLC include HOUSLER, JAMES, MICHAEL, HOUSLER, ELIZABETH, SMITH, NORTHSTAR BANK, NORTHSTAR FINANCIAL GROUP, INC.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.