Cypress Wealth Services, LLC
California
Registered In
06/19/2017
Incorp. Date
Company Summary
Cypress Wealth Services, LLC in Palm Desert, CA lists Cypress Group Wealth Advisors, Inc. of Carlsbad, CA and Risenmay, Inc. of Indio, CA
Overview
Registered In
California
Incorporation Date
Company Type
Limited Liability Company - Ca
Status
Active
Registration Type
Domestic
Search Other Resources
People
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Chris Risenmay
Individual Agent
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74150 COUNTRY CLUB DR, PALM DESERT, CA 92260
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Cypress Group Wealth Advisors, Inc.
Manager
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7341 CALLE CONIFERA, CARLSBAD, CA 92009
(View Past Addresses)
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Risenmay, Inc.
Manager
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37290 BOSLEY ST, INDIO, CA 92203
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Second Growth Financial, Inc.
Manager
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43228 MOORE CIR, BERMUDA DUNES, CA 92203
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Showing current associates only (4 of 9 total associates). Create a free account to see the full associate history
Map & Locations
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74150 COUNTRY CLUB DR, PALM DESERT, CA 92260
View Map
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Financials
Financial Information for Cypress Wealth Services, LLC
Form 5500
CYPRESS WEALTH SERVICES LLC
74150 Country Club Dr, Palm Desert, Ca 92260 (760) 834-7219 EIN:82-2079022 Plan Admin:Edward Rojas| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCYPRESS WEALTH SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY9 / 8 Assets BOY/EOY$0 / $0 | 2023 | CYPRESS WEALTH SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 9 / 8 | $0 / $0 |
| 2022 | Plan NameCYPRESS WEALTH SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$218,572 / $218,456 | 2022 | CYPRESS WEALTH SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 9 / 9 | $218,572 / $218,456 |
| 2021 | Plan NameCYPRESS WEALTH SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY7 / 9 Assets BOY/EOY$149,362 / $218,572 | 2021 | CYPRESS WEALTH SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 7 / 9 | $149,362 / $218,572 |
| 2020 | Plan NameCYPRESS WEALTH SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$94,364 / $149,362 | 2020 | CYPRESS WEALTH SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 7 / 7 | $94,364 / $149,362 |
| 2019 | Plan NameCYPRESS WEALTH SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST Plan #001 Participants BOY/EOY7 / 7 Assets BOY/EOY$36,536 / $94,364 | 2019 | CYPRESS WEALTH SERVICES LLC 401(K) PROFIT SHARING PLAN & TRUST - Plan #001 | 7 / 7 | $36,536 / $94,364 |
Benefit & Retirement Plans based on Form 5500.
PPP Loans
CYPRESS WEALTH SERVICES, LLC
74150 Country Club Dr, PALM DESERT, CA 92260-1655| Loan Date | Approved | Forgiven | Lender | Jobs | ||
|---|---|---|---|---|---|---|
| 04/13/2020 | Approved$81,635 Forgiven$82,340 LenderLoan Source Incorporated Jobs17 | 04/13/2020 | $81,635 | $82,340 | Loan Source Incorporated | 17 |
PPP Loans based on Paycheck Protection Program.
Linked Companies
Address Match:74150 Country Club Dr Palm Desert, CA
|
Cordova Investments, LLC
Registered in California
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Praxis Wealth Management Inc.
Registered in California
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Rokunin, LLC
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|
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|
Iwm Advisors, LLC
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|
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Street Match:Country Club Dr Palm Desert, CA
|
''alan A. Brown, Cpa, Inc.''
Registered in California
|
Indio, CA Palm Desert, CA | View Report | |
|
California Elder Care Associates, Inc.
Registered in California
|
Palm Desert, CA | View Report | |
|
Good Humor Properties
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|
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|
High Energy Nutrition
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|
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|
Judy Morgan M.S. Ccc/Slp, Inc.
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|
Vagabond Roasting Company LLC
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|
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|
Intelligent Minds Corp
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|
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|
Cre8ive Engineering, Inc.
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|
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|
Stealth Transport, LLC
Registered in California
|
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|
Urban Affordable Housing, Development and Management Group, LLC
Registered in California
|
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|
Empac Capital Resources Viii Lp
Registered in California
|
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|
Empac Financial Lp
Registered in California
|
Palm Desert, CA | View Report | |
|
Empac Nightingale Lp
Registered in California
|
Palm Desert, CA | View Report | |
|
Event Support Services, Inc.
Registered in California
|
Palm Desert, CA P Palm Desert, CA | View Report | |
|
H4 Healthcare Technology Group, Inc.
Registered in California
|
Palm Desert, CA Wilmington, DE | View Report | |
|
Hegge Enterprises, Inc.
Registered in California
|
La Quinta, CA Palm Desert, CA | View Report | |
|
Lucky Dog Pet Care LLC
Registered in California
|
Palm Desert, CA | View Report | |
|
Palm Salon, Inc.
Registered in California
|
Palm Desert, CA | View Report | |
|
Soleil, LLC
Registered in California
|
Palm Desert, CA Sacramento, CA | View Report | |
|
The Desert Legal Foundation
Registered in California
|
Palm Desert, CA | View Report |
Sources
The following government agencies have contributed data:
• California Secretary of State • U.S. Department of Labor • U.S. Small Business Administration
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