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COTTONWOOD WEALTH STRATEGIES, LLC
COTTONWOOD CAPITAL ADVISORS, LLC
CRD 311272 · SEC 801-119782
650 SOUTH 500 WEST, SUITE #185, SALT LAKE CITY, UT, 84101, United States
Phone
385-853-5000
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$279.0M
Discretionary AUM
$271.0M
Team
5 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 185 | $64.7M |
| High net worth individuals | 45 | $136.9M |
| Pooled investment vehicles | 2 | $8.9M |
| Charitable organizations | 6 | $68.0M |
States served
AZ, CA, CO, ID, OR, UT, TX
All web addresses on file
Official SEC filing: View on IAPD