← Tributary

CYPRESS ASSET MANAGEMENT, INC.

· CRD 145415 · IAPD ↗ · betterwaywealth.com · 309-679-9146

$152.8MRegulatory AUM
2Advisory reps
4Employees
0Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2024 — CYPRESS ASSET MANAGEMENT, INC. (location n/a) is newly SEC-registered with $134.7M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.