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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Prime atlas
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
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%
Delta eagle
Ember glacier harbor
- CRD
- #79089
- Ownership
- 26.3%
Showing 2 of 4 owners & executives
Unlock allContacts
BRADLEY JAY ARAVE
Financial Advisor, Senior Vice President
- CRD
- #5482571
JAMES MICHAEL BRAY
--
- CRD
- #4786682
Vector delta
Pioneer vector wave
- CRD
- #11536
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 |
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Separately Managed Accounts
Total SMA Asset: $1,339,348,214
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,072,512,281 | 18.2% |
| Equity - Exchange | $500,898,593 | 8.5% |
| U.S. Government/Agency | $665,900,482 | 11.3% |
| Private Funds | $878,045,768 | 14.9% |
| Cash | $447,862,271 | 7.6% |
| Municipal Bonds | $477,326,894 | 8.1% |
| Corporate - Investment Grade | $1,249,300,019 | 21.2% |
| Other | $601,078,312 | 10.2% |
| Total | $5,892,924,620 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH VALUE | VITAL CATALYST | 0MZLMTAEC | ANWJ | 2.16% | $31,925,323 |
| BEACON MATRIX ZENITH | PATHWAY DELTA | 33A234AR7 | XYN | 9.32% | $76,726,261 |
| ZENITH VALUE ALPHA | QUANTUM PIONEER | KD5SJKXZB | UYSY | 2.04% | $110,642,501 |
| VERTEX TIMBER | EMBER OAK | XJN0V46BL | OZZO | 4.39% | $90,487,470 |
| PIONEER EAGLE | UNISON PRIME | VBWTEDQND | MUAF | 4.07% | $107,989,131 |
| PRIME FRONTIER | ELEMENT MERIDIAN | TRYZA5VPB | UAHI | 5.12% | $117,408,109 |
| OAK VALUE LEGACY | EMBER EAGLE | V8L5CU1TW | TUR | 6.96% | $103,437,631 |
| OAK ELEMENT BEACON | OAK VITAL | NJSBV8E50 | HAM | 3.96% | $44,406,702 |