Blue Cypress Wealth Management, LLC
Blue Cypress Wealth Management, LLC (CRD# 304657) is a financial advisory firm headquartered in , . They manage $9,240,000 in 106 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Blue Cypress Wealth Management, LLC
By the Numbers
-
Total Assets Under Management9MILLION
-
Total Number of Accounts106ACCOUNTS
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Average Account Value$87,170
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
LA, TX
Financial Advisors at Blue Cypress Wealth Management, LLC
1
Richard Chautin (CRD# 6789698) is an Investment Advisor Representative working at Blue Cypress Wealth Management, LLC in Baton Rouge, LA and has over 6 years of experience in the finance industry.
2
Dexter Gary (CRD# 6808191) is an Investment Advisor Representative working at Blue Cypress Wealth Management, LLC in Baton Rouge, LA and has over 5 years of experience in the finance industry.
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