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
https://www.bluecypresswealth.com
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    106
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

LA, TX

Financial Advisors at Blue Cypress Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Richard Chautin, financial advisor Baton Rouge LA
Richard F. Chautin
CRD#: 6789698
Baton Rouge, LA

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, financial advisor Baton Rouge LA
Dexter A. Gary
CRD#: 6808191
Baton Rouge, LA

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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