Cottonwood Wealth Strategies, LLC
Firm details
- Headquarters
- Salt Lake City , Utah
- CRD number
- 311272
- Registered since
- November 12, 2020
- Website
- cottonwoodws.com
- Custodians
- WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI49.09%
- Charitable Organizations24.39%
- Individuals23.18%
- Pooled Investment Vehicles3.2%
- Corporations / Businesses0.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Cottonwood Wealth Strategies, LLC is an independent, individual-owned registered investment adviser that positions itself as a multi-service wealth manager and capital allocator. The firm is SEC registered (registration year 2020) and serves both individual and family clients as well as institutional accounts. Its advisory mix includes financial planning, portfolio management for individuals and pooled vehicles, pension consulting, and the selection of outside advisers. Fee arrangements include percentage-of-AUM billing plus hourly and fixed-fee engagements.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities50%
- Cash & Cash Equivalents21%
- Private Funds16%
- Public Funds/Mutual Funds10%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 90Active vs passive
$196M in ETFs
84%
$165M
16%
$31.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES US TECHNOLOGY ETF (IYW) | BlackRock | Passive | Technology | $17.2M | 65,056 | 8.77% |
Location
Salt Lake City , UT
Salt Lake
Location
Salt Lake City , UT
Headquartered in Salt Lake City , UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Salt Lake
- Address
- 650 S 500 W
- Time zone
- MT (UTC-7)
- Office locations
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