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

More Retirement Planning firms in Salt Lake City, Utah:

Firm Name	Assets Under Management	Total Clients	Total Advisors
BRIDGE INVESTMENT GROUP 111 E. Sego Lily Drive, #400 Sandy, UT, 84070	$47,001,314,000	132	2300
WASATCH ADVISORS LP 505 Wakara Way, 3rd Floor Salt Lake City, UT, 84108	$26,663,066,907	237	90
TOWNSQUARE CAPITAL, LLC 5314 River Run Drive, Suite 210 Provo, UT, 84604	$8,777,551,735	33539	17
SOLTIS INVESTMENT ADVISORS, LLC 20 North Main, Suite 400 St. George, UT, 84770	$6,821,969,061	3884	72
SEPIO CAPITAL, LP 2795 E Cottonwood Parkway, Suite 600 Salt Lake City, UT, 84121	$6,672,033,386	1963	24

Explore More Retirement Advisors in Salt Lake City, Utah

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.