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CYPRESS WEALTH SERVICES, LLC

PALM DESERT, CA · CRD 288992 · IAPD ↗ · (760) 834-7250

$1.34BRegulatory AUM
14Advisory reps
21Employees
0Clients
0Planning clients
0Private funds
19States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
March 2026 — CYPRESS WEALTH SERVICES, LLC notice-filed in IA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
74
March 2026 — CYPRESS WEALTH SERVICES, LLC grew from 10 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
March 2026 — CYPRESS WEALTH SERVICES, LLC crossed $1B in regulatory AUM ($965.5M -> $1.34B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
47
March 2025 — CYPRESS WEALTH SERVICES, LLC notice-filed in MA, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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