Cypress Wealth Management, LLC
Florida
Registered In
08/16/2018
Incorp. Date
Company Summary
Cypress Wealth Management, LLC at 598 Riviera Dr, Tampa, FL 33606 lists Sayre Cecilia J and Sayre Peter Tjr. of Tampa, FL as the associates.
- Registered In
- Florida
- Incorporation Date
- Registration Type
- Domestic
- Company Type
- Florida Limited Liability Co.
- Status
- Active
- EIN
- 83-1599230
- *************@wfafinet.com
- Find Social Profiles
- Search Other Resources
- SEC | EDGAR Sunbiz Trellis.Law Recent News
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Golson W Gregory Esq.
Registered Agent
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305 S BLVD, TAMPA, FL 33606
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Sayre Cecilia J
Associate Member
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598 RIVIERA DR, TAMPA, FL 33606
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Sayre Peter Tjr.
Associate Member
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598 RIVIERA DR, TAMPA, FL 33606
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598 RIVIERA DR, TAMPA, FL 33606
(Mailing)
View Map
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Financial Information for Cypress Wealth Management, LLC
Form 5500
CYPRESS WEALTH MANAGEMENT
934 B Cypress Village Blvd, Sun City Center, FL 33573 (813) 633-6007 EIN:83-1599230 Plan Admin:Peter Sayre| Year | Plan Name | Participants BOY/EOY | Assets BOY/EOY | ||
|---|---|---|---|---|---|
| 2023 | Plan NameCWM 401(K) Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$481,322 / $691,781 | 2023 | CWM 401(K) - Plan #001 | 3 / 3 | $481,322 / $691,781 |
| 2022 | Plan NameCWM 401(K) Plan #001 Participants BOY/EOY3 / 3 Assets BOY/EOY$453,067 / $481,322 | 2022 | CWM 401(K) - Plan #001 | 3 / 3 | $453,067 / $481,322 |
| 2021 | Plan NameCWM 401(K) Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$76,480 / $453,067 | 2021 | CWM 401(K) - Plan #001 | 2 / 3 | $76,480 / $453,067 |
| 2020 | Plan NameCWM 401(K) Plan #001 Participants BOY/EOY2 / 3 Assets BOY/EOY$0 / $76,480 | 2020 | CWM 401(K) - Plan #001 | 2 / 3 | $0 / $76,480 |
Benefit & Retirement Plans based on Form 5500.
Related Business Names:
|
Cypress Capital Wealth Management, LLC
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|
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|
Cypress Wealth Management LLC
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|
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|
Cypress Wealth Management Group LLC
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|
Austin, TX | View Report | |
|
Cypress Point Wealth Management, LLC
Registered in Texas
|
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|
Olde Cypress Wealth Management, LLC
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|
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Address Match:598 Riviera Dr Tampa, FL
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934 B Cypress Village Boulevard, LLC
Registered in Florida
|
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Person/City Match:Golson W Gregory Esq - Tampa, FL
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The following government agencies have contributed data:
Florida Department of State U.S. Department of Labor
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