SALT LAKE CITY, UTCRD 311272Latest ADV April 29, 2026
Cottonwood Wealth Strategies, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Salt Lake City, UT. Its latest Form ADV filing, dated April 29, 2026, reports $279M in regulatory assets under management, 5 employees, and 638 accounts.
Assets Under Management
$279M
Employees
5
Offices
--
Total Clients
238
Primary office
SALT LAKE CITY, UT
650 SOUTH 500 WEST, SUITE #185, SALT LAKE CITY, UT, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.7% of total clients.
Top client categories% of clientsClients
1
Individuals
77.7%
185
2
HNWI
18.9%
45
3
Charitable
2.5%
6
4
Pooled Investment Vehicles
0.8%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$279Mas of April 29, 2026
Discretionary97.1%
$271M
97% of total RAUM97.1%
Non-discretionary2.9%
$8M
3% of total RAUM2.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$279M
Total Accounts638
10Y AUM Change+$279M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee48:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.