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CYPRESS CAPITAL WEALTH MANAGEMENT LLC

ANN ARBOR, MI · CRD 312340 · IAPD ↗ · (734) 228-0460

$330.2MRegulatory AUM
2Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2026 — CYPRESS CAPITAL WEALTH MANAGEMENT LLC reported RAUM up 41% ($234.6M -> $330.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
66
April 2025 — CYPRESS CAPITAL WEALTH MANAGEMENT LLC reported RAUM up 57% ($149.5M -> $234.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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