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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 100m 1b

CYPRESS CAPITAL WEALTH MANAGEMENT LLC

CYPRESS CAPITAL WEALTH MANAGEMENT, LLC, CRD 312340

ANN ARBOR, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a7afe859-7818-188b-41bb-2d255303e1a4

Data as of Mar 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 3
On other graphs: 0
Observed: Jan 13, 2021 to Mar 4, 2026
19 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.23 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $330MItem 5.F on the latest filing (2026-03-04); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $153M
Private client RAUM: $76.3MderivedItem 5.D individuals plus high net worth individuals
Private client share: 23%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $165Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 106
High net worth clients: 61
SEC number: 801-128192
CRD: 312340
Filings on the tape: 19
First filed: Jan 13, 2021
Latest filed: Mar 4, 2026
Organised: Limited Liability Company, MI

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JAMES MICHAEL HOUSLER	n/a	ANN ARBOR, MI	1	13	4	no
Noah Spencer Housler	Certified Financial Planner	ANN ARBOR, MI	0	11	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HOUSLER, JAMES, MICHAEL	President	Na	yes	10/2022	Jan 13, 2021	Oct 29, 2024
NORTHSTAR BANK	Owner	E	yes	07/2022	May 18, 2023	Oct 29, 2024
NORTHSTAR FINANCIAL GROUP, INC.	100% OWNER OF PARENT COMPANY	E	yes	07/2022	May 31, 2023	Oct 29, 2024
HOUSLER, ELIZABETH, SMITH	CHIEF COMPLIANCE OFFICER	Na	no	05/2023	Jan 13, 2021	Oct 29, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
NORTHSTAR FINANCIAL GROUP INC.	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 4, 2026	$330M	$153M	4	2	n/a	n/a
2024	Mar 26, 2025	$235M	$115M	4	1	n/a	n/a
2023	Mar 28, 2024	$149M	$12.1M	6	1	n/a	n/a
2021	Mar 20, 2022	$189M	$189M	2	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$330M	$235M	40.8%	n/a	n/a	4	4	0	0

Relationships

Registered with (4)

← Noah Spencer HouslerAdvisorregistration: current employment
Apr 16, 2026 to presentfactForm ADV
← JAMES MICHAEL HOUSLERAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← MICHAEL LAWRENCE WEINTRAUBAdvisorregistration: previous registration
May 3, 2021 to Feb 28, 2023factForm ADV
← Emma Kate StrongAdvisorregistration: previous registration
Jun 18, 2021 to Aug 5, 2021factForm ADV

Owns (1)

← HOUSLER, ELIZABETH, SMITHOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 13, 2021 to Oct 29, 2024factForm ADV

Controls (3)

← HOUSLER, JAMES, MICHAELOwnerPRESIDENT, ownership code NA, individual
Jan 13, 2021 to Oct 29, 2024factForm ADV
← NORTHSTAR BANKOwnerOWNER, ownership code E, domestic entity
May 18, 2023 to Oct 29, 2024factForm ADV
← NORTHSTAR FINANCIAL GROUP, INC.Owner100% OWNER OF PARENT COMPANY, ownership code E, domestic entity
May 31, 2023 to Oct 29, 2024factForm ADV

Dated events

Occurred
Feb 28, 2023
Advisor changed firm
Michael Lawrence Weintraub left Cypress Capital Wealth Management Llc for Mbx Investors Llc (registered 2026-05-14)
Form ADVobserved 6 days ago
Occurred
Jun 10, 2022
Regulatory AUM changed
Cypress Capital Wealth Management Llc reported RAUM $2.1M, down 99% from $188.5M (2022-03-20 to 2022-06-10)
Form ADVobserved 6 days ago
$-186M
Occurred
Jan 13, 2021
First Form ADV filing
Cypress Capital Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a7afe859-7818-188b-41bb-2d255303e1a4
First observed: Jan 13, 2021
Last observed: Mar 4, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CYPRESS CAPITAL WEALTH MANAGEMENT LLC

CYPRESS CAPITAL WEALTH MANAGEMENT, LLC, CRD 312340

ANN ARBOR, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a7afe859-7818-188b-41bb-2d255303e1a4

Data as of Mar 4, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:24 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JAMES MICHAEL HOUSLER

n/a

ANN ARBOR, MI

Noah Spencer Housler

Certified Financial Planner

ANN ARBOR, MI

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HOUSLER, JAMES, MICHAEL

President

yes

10/2022

Jan 13, 2021

Oct 29, 2024

NORTHSTAR BANK

Owner

yes

07/2022

May 18, 2023

Oct 29, 2024

NORTHSTAR FINANCIAL GROUP, INC.

100% OWNER OF PARENT COMPANY

yes

07/2022

May 31, 2023

Oct 29, 2024

HOUSLER, ELIZABETH, SMITH

CHIEF COMPLIANCE OFFICER

05/2023

Jan 13, 2021

Oct 29, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

NORTHSTAR FINANCIAL GROUP INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 4, 2026

$330M

$153M

n/a

2024

Mar 26, 2025

$235M

$115M

n/a

2023

Mar 28, 2024

$149M

$12.1M

n/a

2021

Mar 20, 2022

$189M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$330M

$235M

40.8%

n/a