Cypress Wealth Management
Cypress Wealth Management is an SEC-registered wealth manager in Oakbrook Terrace, IL with $282.7M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Cypress Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 324524, SEC 801-128859, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $282.7M (2026-03-20)
- Firm type
- Wealth Manager
- Location
- Oakbrook Terrace, IL
- Employees
- 6
- Clients
- 12
- CRD
- 324524
- Ownership
- DILLOW, TIMOTHY, LOUIS; WISLIM INVESTMENTS LLC; MAWO CAPITAL I LLC; STAAB, JOHN, ALLAN; HUGHES, CHRISTOPHER, LEE
How much AUM does Cypress Wealth Management have?
Cypress Wealth Management reported $282.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Cypress Wealth Management?
Disclosed owners and executives of Cypress Wealth Management include DILLOW, TIMOTHY, LOUIS, WISLIM INVESTMENTS LLC, MAWO CAPITAL I LLC, STAAB, JOHN, ALLAN, HUGHES, CHRISTOPHER, LEE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.