Data / Investment advisers / Michigan / Cypress Capital Wealth Management LLC
Cypress Capital Wealth Management LLC, Ann Arbor, MI: $330 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Cypress Capital Wealth Management LLC is an SEC registered investment adviser with its main office in Ann Arbor, Michigan and reports $330 million in regulatory assets under management in its Form ADV filed October 19, 2026. Its clients include corporations and other businesses and high net worth individuals. It is paid through a percentage of assets under management, fixed fees and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 312340
- SEC file number
- 801-128192
- SEC status
- Approved, effective June 20, 2023
- Legal name
- Cypress Capital Wealth Management, LLC
- Main office
- 3040 Lohr Road, Ann Arbor, MI 48108
- Phone
- (734) 228-0460
- Regulatory AUM
- $330,221,401 in the Form ADV filed October 19, 2026
- Discretionary AUM
- $152,896,910
- Non discretionary AUM
- $177,324,491
- Accounts
- 106
- Employees
- 4, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 19, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Corporations or other businesses | 45 | $253.9 million |
| High net worth individuals | 61 | $76.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $330.2 million | March 4, 2026 |
| December 1, 2025 | $234.6 million | July 22, 2025 |
Other advisers in Ann Arbor
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Columbia Asset Management, L.L.C. | Ann Arbor | $1.20 billion | Not listed | adviserinfo.sec.gov |
| Speyside Equity Advisers LLC | Ann Arbor | $811.4 million | 2 | adviserinfo.sec.gov |
| Arbor Trust Wealth Advisors, LLC | Ann Arbor | $611.4 million | Not listed | adviserinfo.sec.gov |
| Concorde Asset Management, LLC | Ann Arbor | $598.4 million | Not listed | adviserinfo.sec.gov |
| Darden Wealth Group | Ann Arbor | $379.6 million | Not listed | adviserinfo.sec.gov |
| Renaissance Venture Capital Management, Inc. | Ann Arbor | $292.7 million | 5 | adviserinfo.sec.gov |
| Sage Hill Capital | Ann Arbor | $214.3 million | Not listed | adviserinfo.sec.gov |
| Vision Capital Partners | Ann Arbor | $168.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Ann Arbor, MI
- Investment advisers in Michigan
- Advisers with $100 million to $500 million in AUM
- Advisers serving corporations and other businesses
- Advisers serving high net worth individuals
- Cypress Capital Wealth Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.