LP Profile

Cottonwood Wealth Strategies

Also known as cottonwood wealth strategies

Wealth ManagerSalt Lake City, United StatesFounded 2020
Salt Lake City
Headquarters
Investment Focus

About Cottonwood Wealth Strategies

Cottonwood Wealth Strategies is a wealth manager based in Salt Lake City, US. Founded in 2020.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Cottonwood Wealth Strategies from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$279.0M
Total Clients
638
Filing Date
April 29, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Cottonwood Wealth Strategies across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Cottonwood Wealth Strategies?

Cottonwood Wealth Strategies is a wealth manager based in Salt Lake City, United States.

Where is Cottonwood Wealth Strategies headquartered?

Cottonwood Wealth Strategies is headquartered in Salt Lake City, United States.

When was Cottonwood Wealth Strategies founded?

Cottonwood Wealth Strategies was founded in 2020.

How can I contact Cottonwood Wealth Strategies?

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