Cypress Wealth Services, LLC
Palm Desert, CA·SEC-registered · CRD #288992
Cypress Wealth Services, LLC is an SEC-registered investment advisory firm in Palm Desert, CA managing $1.3B across 2.2k client accounts, with 14 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.3B
Client accounts
2.2k
Advisory staff
14
Fee model
Fee-based
How Cypress Wealth Services, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Cypress Wealth Services, LLC
How much does Cypress Wealth Services, LLC manage?
Per its most recent SEC Form ADV filing (02/06/2026), Cypress Wealth Services, LLC reports $1.3B in regulatory assets under management across roughly 2.2k client accounts.
How does Cypress Wealth Services, LLC charge?
Cypress Wealth Services, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Cypress Wealth Services, LLC a fiduciary?
Yes. Cypress Wealth Services, LLC is registered with the U.S. Securities and Exchange Commission (CRD #288992), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Cypress Wealth Services, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Cypress Wealth Services, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Palm Desert, CA
Profile compiled from Cypress Wealth Services, LLC's public SEC Form ADV filing (CRD #288992, filed 02/06/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Cypress Wealth Services, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Cypress Wealth Services, LLC? Claim this profile.