COTTONWOOD WEALTH STRATEGIES, LLC

Registration Details

CIK

1903321

Accession

crd-311272

Location

SALT LAKE CITY, UT

Filing Date

April 29, 2026

AUM

$279.0M

Institutional Clients

8

Employees

5

Amendment

No

SEC EDGAR

View original filing →

Client Types

Private Funds

4 private funds reported on Form ADV Schedule D 7.B.1, $9.0M in combined gross assets.

• ASYMM VENTURE FUND II, LLC - CLASS AVenture Capital Fund$5.8M
• ASYMM VENTURE FUND, LLCVenture Capital Fund$2.7M
• ASYMM VENTURE FUND II, LLC - CLASS BVenture Capital Fund$291K
• ASYMM VENTURE FUND II, LLC - CLASS CVenture Capital Fund$212K

About this Adviser

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