Cypress Capital Wealth Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
Cypress Capital Wealth Management reports 106 clients. They include 61 high-net-worth individuals and 45 corporations and other businesses. Of its assets, 46.3% ($153M across 104 accounts) are managed with discretion; $177M across 2 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 58% | 23% |
| Corporations and other businesses | 42% | 77% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 61 | $76.3M | 23.1% | $1.25M |
| Corporations and other businesses | 45 | $254M | 76.9% | $5.64M |
| Total | 106 | $330M | 100% | $3.12M |
- Clients
- 61
- Regulatory AUM
- $76.3M
- AUM share
- 23.1%
- Avg. per client
- $1.25M
- Clients
- 45
- Regulatory AUM
- $254M
- AUM share
- 76.9%
- Avg. per client
- $5.64M
Total
- Clients
- 106
- Regulatory AUM
- $330M
- AUM share
- 100%
- Avg. per client
- $3.12M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Cypress Capital Wealth Management is paid through a percentage of assets under management, fixed fees (other than subscription fees) and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Northstar Bank owns 75% or more of Cypress Capital Wealth Management and is in turn owned by Northstar Financial Group, Inc. (75% or more). The leadership team of Cypress Capital Wealth Management includes President James Housler and Chief Compliance Officer Elizabeth Housler. It has 4 employees, 2 of them in advisory roles.
Staff
- 4 employees
- 2 in advisory functions
- 1 insurance agent
- 2 soliciting firms
- Owns 75% or more of Cypress Capital Wealth Management, LLC
Northstar Bank
Control person · since July 2022
- Owns 75% or more of Northstar Bank
Northstar Financial Group, Inc.
Control person · since July 2022
Cypress Capital Wealth Management’s regulatory assets grew 2.5× from $134M (June 2021) to $330M (March 2026); clients rose from 1 to 106 and employees from 2 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $330M | 106 | 4 | 1 |
| Jul 2025July 2025 | $235M | 116 | 4 | 1 |
| Jul 2024July 2024 | $149M | 24 | 5 | 1 |
| Jul 2023July 2023 | $129M | 12 | 4 | 1 |
| Jun 2022June 2022 | $2.06M | 0 | 2 | 1 |
| Jun 2021June 2021 | $134M | 1 | 2 | 1 |
Besides its headquarters, Cypress Capital Wealth Management has 0 offices, with 1 listed address in 1 state.
Michigan · 1 listed address
- 3040 Lohr Road, Ann ArborHQ
Other business names
Cypress Capital Wealth Management has reported 1 other business name to the SEC.
- Cypress Capital Wealth Management
Contact and registration details
- Legal name
- Cypress Capital Wealth Management, LLC
- Headquarters
- 3040 Lohr Road, Ann Arbor, MI 48108
- Website
- cypresscapitalwealth.com
- Phone
- 734-228-0460
- SEC file
- 801-128192
- Structure
- Michigan LLC
- Fiscal year end
- December
Cypress Capital Wealth Management’s named custodians for separately managed accounts are Empower ($177M, 57%) and Charles Schwab ($131M, 43%). Cypress Capital Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $131M43%
- EmpowerEmpower Trust Company LLC · Greenwood Village, CO · $177M57%
At year end, Cypress Capital Wealth Management’s separately managed accounts were mostly in stocks (97%).
What the accounts hold
- Stocks97%
- Cash1%
- Other2%
- Alternatives2%
How many clients does Cypress Capital Wealth Management have?
Cypress Capital Wealth Management has 106 clients and manages $330 million for them, as of March 2026. They include 61 high-net-worth individuals and 45 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 4 March 2026
What services does Cypress Capital Wealth Management offer?
Cypress Capital Wealth Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Cypress Capital Wealth Management use?
Cypress Capital Wealth Management’s separately managed account assets are held at Empower Trust Company LLC (Greenwood Village, CO), with $177M and Charles Schwab & Co., Inc. (Westlake, TX), with $131M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 March 2026
How many financial advisors does Cypress Capital Wealth Management have?
Cypress Capital Wealth Management has 0 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Cypress Capital Wealth Management invest in?
At the end of its last fiscal year, Cypress Capital Wealth Management’s separately managed accounts held 97% exchange-traded equities, 2% other and 1% cash and equivalents. The 2% other category is described as: Alternatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Cypress Capital Wealth Management?
Cypress Capital Wealth Management is owned through a holding company by Northstar Financial Group, Inc. Its direct owner is Northstar Bank (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 4 March 2026
How does Cypress Capital Wealth Management get paid?
Cypress Capital Wealth Management is paid through a percentage of assets under management, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Cypress Capital Wealth Management?
Cypress Capital Wealth Management’s main office is at 3040 Lohr Road, Ann Arbor, MI 48108. Its phone number is 734-228-0460. Its website is cypresscapitalwealth.com.