Cypress Wealth Management, Llc
- Regulatory AUM
- $283M
- Discretionary
- $283M
- Clients
- 12
- Avg AUM / client
- $23.6M
- Accounts
- 50
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 6 | $32.0M | 11.3% |
| Pooled investment vehicles (non-investment companies) | 1 | $156M | 55.2% |
| Charitable organizations | 5 | $94.7M | 33.5% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $129M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Chg Noname Capital Llc | Private Equity Fund | Illinois | $98.9M | 12 |
| Chg Mstk Llc | Private Equity Fund | Illinois | $30.1M | 2 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Hughes, Christopher, Lee | Managing Principal | Jan 2004 (23y) | ≈ 37.5% – 75% via Wislim Investments Llc | |
| Staab, John, Allan | Principal | Feb 2011 (16y) | ≈ 18.75% – 50% via Mawo Capital I Llc | |
| Timothy Louis Dillow | Chief Compliance Officer | CFP | Sep 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wislim Investments Llc | Co Owner | Dec 2022 | A | 50% – 75% |
| Mawo Capital I Llc | Co Owner | Dec 2022 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Hughes, Christopher, Lee: 75% – 100% of Wislim Investments Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Staab, John, Allan: 75% – 100% of Mawo Capital I Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (2, $129M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Chg Noname Capital Llc | Private Equity Fund | $98.9M | $25.0K | 12 |
| Chg Mstk Llc | Private Equity Fund | $30.1M | $25.0K | 2 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 1.23 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $29.6M (10% of AUM) Mar 2026
- Tristate Capital Bank $14.4M (5% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗