Cottonwood Wealth Strategies, LLC
Cottonwood Wealth Strategies, LLC is an SEC-registered wealth manager in Salt Lake City, UT with $279.0M assets under management (AUM, regulatory AUM), -9% over one year. See who owns Cottonwood Wealth Strategies, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311272, SEC 801-119782, data through 2026-04-29.
- AUM (assets under management / regulatory AUM)
- $279.0M (2026-04-29)
- Firm type
- Wealth Manager
- Location
- Salt Lake City, UT
- Employees
- 5
- Clients
- 238
- CRD
- 311272
- Ownership
- PAPPAS, THOMAS, J; PAPPAS, MATTHEW, DONALD
How much AUM does Cottonwood Wealth Strategies, LLC have?
Cottonwood Wealth Strategies, LLC reported $279.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-29).
Who owns Cottonwood Wealth Strategies, LLC?
Disclosed owners and executives of Cottonwood Wealth Strategies, LLC include PAPPAS, THOMAS, J, PAPPAS, MATTHEW, DONALD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.