SEC Form ADV · CIK 1903321

COTTONWOOD WEALTH STRATEGIES, LLC

Registered Investment AdviserUTVenture Capital
$279.0M
Assets Under Management
638
Total Clients
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Registration Details

CIK
1903321
Accession
CRD-311272
Location
SALT LAKE CITY, UT
Filing Date
April 29, 2026
AUM
$279.0M
Total Clients
638
Amendment
No

Investment Strategies

Venture Capital

About this Adviser

COTTONWOOD WEALTH STRATEGIES, LLC is a registered investment adviser headquartered in SALT LAKE CITY, UT, managing approximately $279.0M in assets across 638 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.