Cypress Wealth Services, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

288992

SEC number

801-110836

Firm type

RIA

Assets under management

$1.3B as of Feb 6, 2026

Website

www.youtube.com/channel/UCC99GSU82KTYmJI5_ebPadw ↗

Phone

(760) 834-7250

Address

74150 Country Club Drive, Palm Desert, CA, 92260

Advisors at this firm

14 in our index · page 1 of 1

• Bradley Jay AraveCRD 5482571 · Palm Desert, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Stephen Ross BiesingerCRD 4689955 · Palm Desert, CA
  IA RegisteredBroker
• James Michael BrayCRD 4786682 · Palm Desert, CA
  IA RegisteredRegistration inactive
• Gregory Thomas FrechCRD 2945802 · Palm Desert, CA
  IA RegisteredBroker
• William Alan GordonCRD 7184825 · Burlingame, CA
  IA Registered
• Marc Edelman KovenCRD 4916658 · Palm Desert, CA
  IA RegisteredBroker
• Dermott Gabriel LarkinCRD 2440976 · Burlingame, CA
  IA Registered
• Carey Sylvan MccradyCRD 5192241 · Mesa, AZ
  IA RegisteredRegistration inactive
• Jason Mccord NettletonCRD 4084405 · Palm Desert, CA
  IA RegisteredBroker
• Clark Steven PenneyCRD 5539813 · Palm Desert, CA
  IA RegisteredBroker
• Christian Brad RisenmayCRD 4534437 · Palm Desert, CA
  IA RegisteredRegistration inactive
• Penny Elizabeth SalamidaCRD 2475366 · Palm Desert, CA
  IA RegisteredBroker
• David Reeder ThatcherCRD 5518858 · Palm Desert, CA
  IA RegisteredBroker
• James Alan WatsonCRD 5962288 · Palos Verdes Estates, CA
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.