Fee-only adviser · Ann Arbor, MI
Cypress Capital Wealth Management LLC
Cypress Capital Wealth Management LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Ann Arbor, Michigan. On its latest Form ADV, filed October 19, 2026, it reports $330M in regulatory assets under management, 61 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 312340 · SEC file 801-128192 |
| Office | 3040 Lohr Road Ann Arbor, MI 48108 |
| Phone | (734) 228-0460 |
| Website | www.cypresscapitalwealth.com |
| Regulatory assets under management | $330M ($153M discretionary) |
| Individual clients | 0 non-high-net-worth, 61 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Portfolio management |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 19, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Ann Arbor
- Retirement Income Solutions, Inc. $3.0B
- Arbor Trust Wealth Advisors, LLC $611M
- Columbia Asset Management, L.L.C. $1.2B
- Darden Wealth Group $380M
- Vision Capital Partners $168M
- Arborfi Advisors, LLC $148M
See all 20 fee-only advisers in Ann Arbor →
Nearby
- Ypsilanti 1 firm
- Saline 1 firm
- Plymouth 7 firms
- Dexter 2 firms
- Canton 1 firm
- South Lyon 1 firm
- Northville 5 firms
- Chelsea 1 firm
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