# Cypress Wealth Services

Cypress Wealth Services is a Bank / Wealth / Trust based in Palm Desert, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Palm Desert, United States
- **Region:** North America
- **Address:** 74150 Country Club Drive, Palm Desert, CA 92260, United States
- **Founded:** 2017
- **Assets under management:** Undisclosed
- **Website:** www.cypressws.com
- **LinkedIn:** https://www.linkedin.com/company/cypresswealthservices

## Regulatory record

- **CRD number:** 288992
- **SEC file number:** 801-110836
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288992

## About

Cypress Wealth Services was established in 2017 in Palm Desert, California. The firm functions as a wealth manager under the subtype Bank / Wealth / Trust. Public records list assets of $715 million. No asset-class allocations, named holdings, co-investors, or geographic deployment details appear in available sources. The firm maintains a single listed office at 74150 Country Club Drive. No principals are named in the record. No additional offices, philanthropic vehicles, or dated operational events from the last 24 months are documented.

## Questions

### Who runs investment decisions at Cypress Wealth Services?

No named principals or investment committee members appear in the available record.

### Does Cypress Wealth Services participate in fund commitments or only direct deals?

No information on fund commitments, direct deals, or co-investments is present in the record.

### What investment stages does Cypress Wealth Services typically target?

No stage preferences or investment policy details are disclosed.

### How is Cypress Wealth Services structured relative to external managers?

The record lists the firm as an asset owner operating a wealth management practice with no external manager relationships noted.

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/cypress-wealth-services

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