Noah S. Housler

CYPRESS CAPITAL WEALTH MANAGEMENT

ANN ARBOR, MI 48108

CRD#: 7573703

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Professional summary

Noah Spencer Housler is a registered financial advisor currently at CYPRESS CAPITAL WEALTH MANAGEMENT LLC located in Ann Arbor, Michigan.

Noah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Noah has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Noah Spencer Housler's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 16, 2026 - Present

CYPRESS CAPITAL WEALTH MANAGEMENT LLC

Office #1: 3040 Lohr Road, Ann Arbor, MI 48108

RIA

CRD#: 312340

ANN ARBOR, MI

Past

September 17, 2025 - February 9, 2026

VALEO FINANCIAL ADVISORS, LLC

RIA

CRD#: 127132

CARMEL, IN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CYPRESS CAPITAL WEALTH MANAGEMENT LLC

CYPRESS CAPITAL FAMILY OFFICE & WEALTH MANAGEMENT | CYPRESS CAPITAL WEALTH MANAGEMENT, LLC | CYPRESS CAPITAL WEALTH MANAGEMENT LLC | CYPRESS CAPITAL WEALTH MANAGEMENT | CYPRESS CAPITAL FAMILY OFFICE & WEALTH MANAGEMENT, LLC

CRD#: 312340 / SEC#: 801-128192

RIA

Registered Investment Advisory firm - (6/20/2023 Approved)

Michigan

Registered Investment Advisory firm - (12/12/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Michigan
(4/16/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

CYPRESS CAPITAL WEALTH MANAGEMENT LLC

CRD#: 312340 / SEC#: 801-128192

RIA

Registered Investment Advisory firm - (6/20/2023 Approved)

Michigan

Registered Investment Advisory firm - (12/12/2023 Terminated)

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Contact information

Main Address

3040 Lohr Road, Ann Arbor, MI 48108

Mailing Address

Phone number

(734) 228-0460

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2B BROCHURE SUPPLMENT (7/22/2025)

CYPRESS CAPITAL WEALTH MANAGEMENT, LLC PART 2A BROCHURE (7/22/2025)

Regulatory assets under management

Total Number of Accounts	116
AUM (Assets Under Management)	$ 234,581,290

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Noah S. Housler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Noah Spencer Housler's CRS (Customer Relationship Summary).

Certified licenses

Experience

CYPRESS CAPITAL WEALTH MANAGEMENT LLC

VALEO FINANCIAL ADVISORS, LLC

Primary Firm SEC Registration

CYPRESS CAPITAL WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Current Firm

CYPRESS CAPITAL WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CYPRESS CAPITAL WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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