This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-17-2017
- Office Locations
- 4
Office Locations
About Cypress Wealth Services, LLC
Cypress Wealth Services is an SEC-registered RIA providing comprehensive planning and investment management for individuals and high-net-worth families, including retirees, executives, and business owners. Services span financial organization (Life in a Book), cash-flow and retirement income planning, insurance, tax coordination with clients' CPAs, and estate/legacy planning. Investment management includes a 360-degree portfolio analysis with a one-page summary; clients access via Schwab and Orion portals.
Reported data analysis
What the numbers show
Between September 30, 2025 and February 6, 2026, reported AUM increased 38.7%, from $965.5M to $1.3B.
Across 5 reported observations, AUM increased 87.4% between December 9, 2022 and February 6, 2026, from $714.7M to $1.3B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 14 advisory representatives and 836 clients, or 59.7 clients per representative. That equates to $1.6M in reported AUM per client.
The profile lists 4 reported office locations and 9 years in operation. The source data was last updated on February 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Cypress Wealth Services, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Cypress Wealth Services, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
STEPHEN ROSS BIESINGER
Executive Director, PARTNER, SENIOR FINANCIAL ADVISOR
- CRD
- #4689955
- Ownership
- Less than 5%
MARC EDELMAN KOVEN
Chief Compliance Officer
- CRD
- #4916658
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
Unlock allContacts
BRADLEY JAY ARAVE
Financial Advisor, Senior Vice President
- CRD
- #5482571
JAMES MICHAEL BRAY
Managing Director & Senior Financial Advisor
- CRD
- #4786682
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,339,348,214 | $604,672 |
| Non-Discretionary | $0 | -- |
| Total | $1,339,348,214 | $604,672 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Cypress Wealth Services, LLC has reported separately managed account data across 10 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Cypress Wealth Services, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.