COTTONWOOD WEALTH STRATEGIES, LLC

650 South 500 West
Suite #176
Salt Lake City, Utah 84101
Tel: 385-853-5000

About COTTONWOOD WEALTH STRATEGIES, LLC

COTTONWOOD WEALTH STRATEGIES, LLC, formally registered with the SEC as COTTONWOOD WEALTH STRATEGIES, LLC. The firm was established in 11/12/2020. They have over 1 offices throughout the country.

COTTONWOOD WEALTH STRATEGIES, LLC is a Salt Lake City, Utah based Financial Planning firm with nearly $250,523,932 assets under management, offering retirement planning & investment advisory services to 617 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311272
SEC#	801-119782
Assets Managed by Firm	$250,523,932
No. of Clients	617
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	617	$250,523,932
Individuals (other than high net worth individuals)	177	$43,196,696
High net worth individuals	45	$118,411,057
Charitable organizations	6	$86,727,750

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