Data / Investment advisers / Illinois / Cypress Wealth Management
Cypress Wealth Management, Oakbrook Terrace, IL: $283 million AUM, SEC registered investment adviser
Cypress Wealth Management is an SEC registered investment adviser with its main office in Oakbrook Terrace, Illinois and reports $283 million in regulatory assets under management in its Form ADV filed March 20, 2026. Its clients include pooled investment vehicles, charitable organizations and high net worth individuals. It is paid through a percentage of assets under management and fixed fees. It advises 1 private fund.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 324524
- SEC file number
- 801-128859
- SEC status
- Approved, effective November 29, 2023
- Legal name
- Cypress Wealth Management, LLC
- Main office
- 18w140 Butterfield Road, Suite 1110, Oakbrook Terrace, IL 60181
- Phone
- (331) 307-7444
- Website
- cypressholdings.com
- Regulatory AUM
- $282,700,000 in the Form ADV filed March 20, 2026
- Discretionary AUM
- $282,700,000
- Accounts
- 50
- Employees
- 6, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Private funds
- 1: 1 private equity fund
- Gross assets of private funds
- $170,700,000
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 20, 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 |
|---|---|---|
| Pooled investment vehicles | 1 | $156 million |
| Charitable organizations | 5 | $94.7 million |
| High net worth individuals | 6 | $32 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 | $282.7 million | March 20, 2026 |
| December 1, 2025 | $272 million | September 30, 2025 |
Other advisers in Illinois
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Oak Ridge Investments, LLC | Chicago | $1.70 billion | Not listed | adviserinfo.sec.gov |
| Rothschild Wealth LLC | Oakbrook | $1.70 billion | 2 | adviserinfo.sec.gov |
| Clearwater Capital Partners | Hoffman Estates | $1.68 billion | Not listed | adviserinfo.sec.gov |
| Advyzon Investment Management, LLC | Lisle | $1.68 billion | Not listed | adviserinfo.sec.gov |
| Muller & Monroe Asset Management,Llc | Chicago | $1.67 billion | 9 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Illinois
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers serving charitable organizations
- Advisers that manage private funds
- Cypress Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. 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.