DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Cypress Capital Wealth Management LLC
Wealth manager with institutional or fund businessAnn Arbor, MichiganCRD 312340SEC 801-128192websiteIAPD
Legal name Cypress Capital Wealth Management, LLC
Latest filing Mar 4, 2026
First filing on the tape Jan 13, 2021 · 19 filings
SEC status approved since Jun 20, 2023
RAUM
$330M
reported, Item 5.F
Discretionary
46%
of RAUM
Private clients
23%
$76.3M individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$165M
derived; firm RAUM over IAPD count
Employees
4
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
19 filings and snapshots on the tape
RAUM$330M as of Mar 4, 2026
Mar 20, 2022$189M then
HNW client RAUM$76.3M as of Mar 4, 2026
Mar 28, 2024$5.9M then
State-registered IARs (5.B.3)0 as of Mar 4, 2026
Mar 20, 20221 then
Employees (5.A)4 as of Mar 4, 2026
Mar 20, 20222 then
Private funds: no history
RAUM +41% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 4, 2026; every figure names its basis
Archetypes, each a printed rule
- Bank affiliated · Item 7.A.6 or 7.A.7 (bank or trust company affiliate) and a bank, bancorp or trust company as a 50 percent or greater owner on Schedule A
- RAUM per advisor
- $165MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.3MderivedHNW RAUM over HNW clients
- Average account
- $3.1MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 46%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.0derivedItem 5.A over advisors
- Advisors per office
- 2.0derived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +41%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, fixed fees, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for businesses and institutionsreportedItem 5.G
- Ownership
- a bank, bancorp or trust company is a 50 percent or greater ownerderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Corporations and businesses$254M77%
- High-net-worth individuals$76.3M23%
- Individual clients
- n/areported
- HNW clients
- 61reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 106reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, performancereported
- Class basis
- private_client_share=0.23 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| James Michael Housler | Ann Arbor, Mi | Jan 1, 2025 | 13 y | 4 |
| Noah Spencer HouslerCertified Financial Planner | Ann Arbor, Mi | Apr 16, 2026 | 11 y | 1 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Michael Lawrence Weintraub to Mbx Investors LLCFeb 28, 2023 · Other
- Emma Kate Strong to Edward JonesAug 5, 2021 · Other
Joined, latest
- Noah Spencer Housler from Valeo Financial Advisors, LLCApr 16, 2026 · RIA to RIA
- James Michael Housler from Palatine Hill Wealth ManagementJan 1, 2025 · Other
- Emma Kate Strong from J.P. Morgan Securities LLCJun 18, 2021 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Michael James Housler · Presidentcontrolsince 10/2022 · owns less than 5%
- Smith Elizabeth Housler · Chief Compliance Officersince 05/2023 · owns less than 5%
Entity owners
- Northstar Bank · Ownerdirect · owns 75% or more
- Northstar Financial Group, Inc. · 100% Owner Of Parent Companyindirect · owns 75% or more of Northstar Bank
Related persons
Schedule D 7.A
- Northstar Financial Group Inc.y
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Ann Arbor, Mi · principal | 2 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- RAUM up 25 %Change between filings · filing Mar 4, 2026RAUM (Item 5.F) moved from $234,581,290 to $330,221,401 (+41.0%) between the annual amendments of 2025-03-26 and 2026-03-04; the peer median change was +15.0% (4550 comparable advisers, 93.0th percentile of changes)peers: independent wealth managers, $100M to $500M (4,550) · 93% percentile
- institutional asset share shiftChange between filings · filing Mar 4, 2026institutional share of RAUM moved from 6.0% to 77.0% between the annual amendments of 2025-03-26 and 2026-03-04peers: independent wealth managers, $100M to $500M (5,676)
What changed
consecutive filings, newest first
- Accounts · 116 to 106Feb 18, 2026 to Mar 4, 2026
- Corporate clients · 25 to 45Feb 18, 2026 to Mar 4, 2026
- HNW clients · 85 to 61Feb 18, 2026 to Mar 4, 2026
- Discretionary RAUM · $115M to $153MFeb 18, 2026 to Mar 4, 2026
- HNW RAUM · $82.6M to $76.3MFeb 18, 2026 to Mar 4, 2026
- Non-discretionary RAUM · $119M to $177MFeb 18, 2026 to Mar 4, 2026
- RAUM · $235M to $330MFeb 18, 2026 to Mar 4, 2026
- Advisory employees · 1 to 2Jul 22, 2025 to Feb 18, 2026
- Financial planning clients · 0 to 0Mar 26, 2025 to Jul 22, 2025
- Accounts · 27 to 116Oct 29, 2024 to Mar 26, 2025
- Corporate clients · 9 to 25Oct 29, 2024 to Mar 26, 2025
- HNW clients · 15 to 85Oct 29, 2024 to Mar 26, 2025
- State-registered IARs · 1 to 0Oct 29, 2024 to Mar 26, 2025
- Discretionary RAUM · $12.1M to $115MOct 29, 2024 to Mar 26, 2025
- HNW RAUM · $5.9M to $82.6MOct 29, 2024 to Mar 26, 2025
- Non-discretionary RAUM · $137M to $119MOct 29, 2024 to Mar 26, 2025
- RAUM · $149M to $235MOct 29, 2024 to Mar 26, 2025
- Employees · 5 to 4Aug 28, 2024 to Oct 29, 2024
- Employees · 6 to 5Mar 28, 2024 to Jul 11, 2024
- Accounts · 17 to 27Dec 7, 2023 to Mar 28, 2024
- Corporate clients · 7 to 9Dec 7, 2023 to Mar 28, 2024
- HNW clients · 5 to 15Dec 7, 2023 to Mar 28, 2024
- Employees · 4 to 6Dec 7, 2023 to Mar 28, 2024
- Discretionary RAUM · $1.6M to $12.1MDec 7, 2023 to Mar 28, 2024
- HNW RAUM · $1.2M to $5.9MDec 7, 2023 to Mar 28, 2024
- Individual RAUM · 2821.0 to unsetDec 7, 2023 to Mar 28, 2024
- Non-discretionary RAUM · $128M to $137MDec 7, 2023 to Mar 28, 2024
- RAUM · $129M to $149MDec 7, 2023 to Mar 28, 2024
- Accounts · 3 to 17Jun 10, 2022 to May 18, 2023
- Business name · CYPRESS CAPITAL FAMILY OFFICE & WEALTH MANAGEMENT, LLC to CYPRESS CAPITAL WEALTH MANAGEMENT LLCJun 10, 2022 to May 18, 2023
- Corporate clients · unset to 7.0Jun 10, 2022 to May 18, 2023
- HNW clients · unset to 5.0Jun 10, 2022 to May 18, 2023
- Employees · 2 to 4Jun 10, 2022 to May 18, 2023
- Discretionary RAUM · $2.1M to $1.6MJun 10, 2022 to May 18, 2023
- HNW RAUM · unset to 1239457.0Jun 10, 2022 to May 18, 2023
- Individual RAUM · $2.1M to $2,821Jun 10, 2022 to May 18, 2023
- Non-discretionary RAUM · $0 to $128MJun 10, 2022 to May 18, 2023
- RAUM · $2.1M to $129MJun 10, 2022 to May 18, 2023
- Accounts · 1 to 3Mar 20, 2022 to Jun 10, 2022
- Advisory activities · 3 to 2Mar 20, 2022 to Jun 10, 2022
Signals
3 dated events
- Michael Lawrence Weintraub left Cypress Capital Wealth Management Llc for Mbx Investors Llc (registered 2026-05-14)Feb 28, 2023 · Advisor changed firm · fact
- Cypress Capital Wealth Management Llc reported RAUM $2.1M, down 99% from $188.5M (2022-03-20 to 2022-06-10)Jun 10, 2022 · RAUM change · derived
- Cypress Capital Wealth Management, Llc filed its initial SEC registration (Form ADV)Jan 13, 2021 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 734-228-0460reportedpublished by the firm, firm site, Sep 17, 2026
- Firm profile
- linkedin.com/company/cypress-capital-family-office-weatlh-mareportedpublic record, Form ADV, Sep 18, 2026
- Website
- cypresscapitalwealth.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- (734) 228-0460reportedpublic record, Form ADV, Mar 4, 2026
- Contact form
- cypresscapitalwealth.com/contact-usreportedpublished by the firm, firm site, Sep 17, 2026
- Team page
- cypresscapitalwealth.com/teamreportedpublished by the firm, firm site, Sep 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $165Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026