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COTTONWOOD WEALTH STRATEGIES, LLC
Legal name: COTTONWOOD CAPITAL ADVISORS, LLC
CRD 311272File 801-119782
APPROVED
Retail clients
Custody
Filing as of Apr 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$279.0M
Below cohort median (national)
Discretionary AUM
$271.0M
Non-discretionary $8.0M
Clients
238
638 accounts
Employees
5
Below cohort median in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Nov 12, 2020
- Principal office
- 650 SOUTH 500 WEST, SUITE #185, SALT LAKE CITY, UT, 84101
- Phone
- 385-853-5000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $279.0M
- Discretionary AUM
- $271.0M
- Non-discretionary AUM
- $8.0M
- Discretionary accounts
- 614
- Non-discretionary accounts
- 24
- Total accounts
- 638
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $405K |
| Charitable organizations | 6 | $68.0M |
| High net worth individuals | 45 | $136.9M |
| Pooled investment vehicles | 2 | $8.9M |
| Individuals (other than high net worth individuals) | 185 | $64.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.