Summary
Cypress Wealth Management LLC
Description
Cypress Point is a wealth management firm designed around a mission to empower our clients to live lives of meaning.
Strengths
- There are no known strengths for Cypress Wealth Management LLC
Weaknesses
- Cypress Wealth Management LLC has a very small market share in their industry
- Revenue generated per employee is less than the industry average
- Revenue growth is less than the industry average
- The number of employees is not growing as fast as the industry average
- Variance of revenue growth is more than the industry average
Annual Revenue
Cypress Wealth Management LLC's annual revenue
$8067000
Based on Kona Equity data
-
Revenue per employee
$218000
-
Variance of revenue growth
4.86
-
Revenue growth rate from first known quarter to current
0.8%
Employee Count
37 employees
-
Employee growth rate from first known quarter to current
-7.5%
Executives
G Score - 0
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
Location
Unlock unlimited leads
Similar Companies
Cypress Asset Management Inc
cypram.com- Founded in 2002
- Location: Peoria, IL
- Annual Revenue: $1.3M
- Employees: 6
- We work together with our clients, providing them with easy-to-understand recommendations and helping you implement them every step of the way.
Pillar Wealth Strategies
pillarwealthstrategies.com- Location: Irvine, CA
- Annual Revenue: $1.3M
- Employees: 7
- Pillar Wealth Strategies is a wealth management firm located in Irvine, CA. They specialize in providing comprehensive financial solutions for entrepreneurs and professionals. Their services range from wealth management to retirement solutions, helping...
Lake Hills Wealth Management
lakehillswm.com- Founded in 2017
- Location: Austin, TX
- Annual Revenue: $1.1M
- Employees: 5
- Lake Hills Wealth Management is a fee only financial planning and investment management firm located in Austin, Texas. Lake Hills Wealth Management is a boutique style, fee only wealth management firm. We provide and implement financial planning and in...
Wayzata Investment Partners LLC
wayzatainvestmentpartners.com- Founded in 2004
- Location: Wayzata, MN
- Annual Revenue: $4.0M
- Employees: 18
- Wayzata Investment Partners LLC is an employee owned investment manager. The firm provides its services to pooled investment vehicles.
RIVERCHASE WEALTH MANAGEMENT LLC
riverchasewealth.com- Founded in 2008
- Location: Flower Mound, TX
- Annual Revenue: $11.2M
- Employees: 49
- Riverchase Wealth Management is a fee-only financial planning and investment advisory firm serving Flower Mound, Highland Village, Dallas, Fort Worth
Sterling Wealth Management LLC
sterlingwealthllc.com- Founded in 2009
- Location: Wilmington, NC
- Annual Revenue: $1.8M
- Employees: 5
- Get complete financial services from Sterling Wealth Management. We help individuals, families, employers and employees to achieve financial goals.
Key Information
- Name: Cypress Wealth Management LLC
- Category: Investment management
- Industry: Financial Planner
- SIC: 62
- NAICS: 523; 52
Disclaimer: These numbers are estimates and any other company information
is based off our proprietary algorithms and by no means should be accepted as 100% factual. Kona
Equity is in no way affiliated with Cypress Wealth Management LLC.
See similar companies
-
By City Dallas Small Financial Planner in Dallas Mid-size Financial Planner in Dallas Investment management in Dallas Small Investment management in Dallas Mid-size Investment management in Dallas
-
By State TX Small companies in TX Investment management in TX Small Investment management in TX Mid-size Investment management in TX Small Financial Planner in TX Mid-size Financial Planner in TX
-
By Category Investment management Small Investment management Mid-size Investment management
-
By Industry Financial Planner Small Financial Planner Mid-size Financial Planner Investment management and Financial Planner
-
Firmographic data SIC: 62 NAICS: 523 NAICS: 52 #Investment Banking #Finance
Frequently Asked Questions
Where is Cypress Wealth Management LLC located?
Cypress Wealth Management LLC's headquarters are located at 3500 Maple Ave., Ste. 1320 Dallas, TX 75219.
What is Cypress Wealth Management LLC's official website?
Cypress Wealth Management LLC's official website is cypress-wealth.com
What is Cypress Wealth Management LLC's revenue?
Cypress Wealth Management LLC's annual revenue is $8.1 M.
What is Cypress Wealth Management LLC's SIC code?
Cypress Wealth Management LLC's SIC: 62
What is Cypress Wealth Management LLC's NAICS code?
Cypress Wealth Management LLC's NAICS: 523; 52.
How many employees does Cypress Wealth Management LLC's have?
Cypress Wealth Management LLC has 37 employees
What industry does Cypress Wealth Management LLC belong to?
Cypress Wealth Management LLC is in the industry of Investment management.
