CRD: 166414
Cypress Wealth Advisors, LLC
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- Custodian
- TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Timber momentum
- Established Date
- 01-15-2013
- Office Locations
- 1
Office Locations
About Cypress Wealth Advisors, LLC
Cypress Wealth Advisors is an independent, fee-only RIA based in the San Antonio area serving individuals, families, and institutions across Texas and nearby states. The firm delivers comprehensive wealth management combining financial planning with customized investment management, including portfolio construction and ongoing monitoring, plus estate and tax planning guidance. It is among the few NAPFA-registered advisors locally and custodies with TD Ameritrade.
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Owner & Executives
STEVEN RAY PARKER
Managing Director, Managing Member - Cco
- CRD
- #4825890
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,594,081 | -- |
| Non-Discretionary | $0 | -- |
| Total | $80,594,081 | -- |
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Separately Managed Accounts
Total SMA Asset: $80,594,081
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $346,064,589 | 54.1% |
| Equity - Exchange | $293,611,177 | 45.9% |
| Total | $639,675,766 | 100.0% |