Cypress Capital Wealth Management, Llc
- Regulatory AUM
- $330M
- Discretionary
- $153M
- Clients
- 106
- Avg AUM / client
- $3.1M
- Accounts
- 106
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Mar 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 61 | $76.3M | 23.1% |
| Corporations and other businesses | 45 | $254M | 76.9% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Michael Housler | President | Oct 2022 (4y) | Less than 5% | |
| Housler, Elizabeth, Smith | Chief Compliance Officer | May 2023 (3y) | Less than 5% | |
| Noah Spencer Housler | Registered representative | CFP | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Northstar Bank | Owner | Jul 2022 | A | 75% or more |
| Northstar Financial Group, Inc. | 100% Owner Of Parent Company | Jul 2022 | B | ≈ 56.25% – 100% via Northstar Bank |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Northstar Financial Group, Inc.: 75% – 100% of Northstar Bank × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/04/2026 | 985 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Empower Trust Co $177M (54% of AUM) Mar 2026
- Charles Schwab & Co. $131M (40% of AUM) Mar 2026
- Pershing $120M (51% of AUM) Feb 2026
- Nuveen Asset Management, Llc $60.4M (32% of AUM) Mar 2022
- Voya Retirement Advisors, Llc $13.9M (6% of AUM) Feb 2026
- Ascensus Financial Services, Llc. $1.9M (1% of AUM) Feb 2026
- Interactive Brokers $1.6M (1% of AUM) Feb 2026
- Mid Atlantic Clearing & Settlement Corporation $1.5M (1% of AUM) Feb 2026
- Ascensus, Inc. $1.4M (1% of AUM) Oct 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 04, 2026.
View current Form ADV (SEC/IAPD) ↗