SourcingSourcing

CYPRESS ASSET MANAGEMENT, INC.

A72
CRD 145415·SEC 801-130314
AUM
$152.8M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$458K
@ 30% margin
Est. Deal Value
$3.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CYPRESS ASSET MANAGEMENT, INC.
CRD
145415
SEC file #
801-130314
EIN
760496098
DBA names
—

Economics

AUM
$152.8M
AUM band
$100M-$500M
AUM trajectory
'25'26
$156.5M → $152.8M▼ -2%
Client mix
Individuals High Net Worth38
Individuals Other34

Operations

Employees (total)
4
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
—
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/26/2026
ADV-W filed at
—
Website
betterwaywealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MAHONEY, MICHAEL, EUGENE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MAHONEY, MICHAEL, EUGENE
MAHONEY, RYAN, JEREMIAH
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BETTERWAYWEALTH.COM
Rdap Domain Creation Date
2012-08-17T15:31:46Z
Rdap Firm Age Years
14
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001030618
Edgar Registered
Yes
Edgar Filing Count
109
Edgar First Filing Date
1999-09-29
Edgar Last Filing Date
2026-01-29
Edgar 13f Count
109
Edgar 13f Latest AUM Estimate
Filing Date2026-01-29
Accession0001030618-26-000001

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
4550 POST OAK PLACE DRIVESUITE 317HOUSTON, TX 77027
Business
4550 POST OAK PLACE DRIVESUITE 317HOUSTON, TX 77027
Edgar EIN
760496098
Edgar Recent Filings
13F-HR2026-01-29 · 0001030618-26-000001
13F-HR2025-11-12 · 0001030618-25-000002
Firm Has Custody
No
Rdap Domain Expiration Date
2027-08-17T15:31:46Z
Rdap Domain Last Changed
2022-09-12T04:08:28Z
Rdap Nameservers
Ns19.domaincontrol.comNs20.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
1396448
Trust Company Affiliate
No

People (2)

2
MAHONEY, MICHAEL, EUGENE
IAR · Direct Owner · 87.5%
1396448
MAHONEY, RYAN, JEREMIAH
IAR · Executive Officer · 2.5%
7158596