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, owner-operated registered investment adviser that began SEC registration in 2020. The firm serves both individual and family clients as well as institutional investors and identifies itself as a capital allocator. Its advisory scope includes financial planning, discretionary portfolio management for individuals and pooled vehicles, pension consulting-related services, and the selection of third-party advisers. Fee arrangements are flexible and include percentage-of-assets, hourly, and fixed-fee structures. The firm does not list itself as an active ESG investor and reports a single-state footprint.
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
1 of 1MATTHEW PAPPAS
Chief Executive OfficerCRD 5704052
Contacts
1 of 1THOMAS PAPPAS
Co-founder and PresidentCRD 1068522
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 90Active vs passive
$171M in ETFs
84%
$143M
16%
$28.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES US TECHNOLOGY ETF (IYW) | BlackRock | Passive | Technology | $11.6M | 63,874 | 6.76% |
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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