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SIERRA LEGACY GROUP

SCOTTSDALE, AZ · CRD 172113 · IAPD ↗ · cypressnv.com · 775-322-4500

$152.7MRegulatory AUM
2Advisory reps
7Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
May 2025 — CYPRESS STRATEGIES is now doing business as SIERRA LEGACY GROUP.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM

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