DBA: CYPRESS WEALTH MANAGEMENT
| Total AUM | $282.7M |
| Discretionary | $282.7M100% of AUM |
| Client Accounts | 50 |
| Avg Account Size | $5.7M |
| Employees | 6 |
| Peak AUM | $282.7MMar 2026 |
| AUM CAGR | +11.6% /yrover 2 yrs · 10 filings |
Total AUM
$283M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $283M | +19.9% | +11.6% | — | |
| Discretionary AUM | $283M | ||||
| Total AUM | $282.7M |
| Discretionary | $282.7M |
| Employees | 6 |
| Client Accounts | 50 |
| Client Range | 0 |
Address
18W140 BUTTERFIELD ROAD, SUITE 1110
OAKBROOK TERRACE IL 60181
Phone
(331) 307-7444
Filing History
10 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$283M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +19.9% |
| +11.6% |
| — |
| Total Accounts | 50 | 21.9% | 0.0% | — |
| Avg Account Size | $6M | +53.5% | +11.6% | — |
| Employees | 6 | +20.0% | +7.6% | — |
| AUM / Employee | $47M | 0.1% | +3.7% | — |
Client AUM Segments | |||||
| Wealth AUM | $32M | +199.1% | +61.9% | — | |
| Institutional AUM | $95M | +9.2% | +5.2% | — | |
| Fund / Pooled AUM | $156M | +12.7% | +10.4% | — | |
Client Count Segments | |||||
| Institutional | 5 | 0.0% | +90.4% | — | |
| Pooled / Fund | 1 | 0.0% | 24.2% | — | |
| Individuals | 6 | 0.0% | +17.6% | — | |