SEC-Registered Investment Adviser
Cottonwood Wealth Strategies, LLC
Legal name: Cottonwood Capital Advisors, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated August 28, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- November 12, 2020
- Principal office
- 650 South 500 West, Suite #185, Salt Lake City, UT 84101
- Organized as
- Limited Liability Company, UT
- Fiscal year end
- December
- Website
- www.cottonwoodws.com
Scale
- Regulatory AUM
- $279.0M
- Discretionary / non-discretionary
- $271.0M / $8.0M
- Accounts
- 638
- Clients
- 0
- Employees
- 5, 2 in advisory roles
- Private funds advised
- 4
- Private fund gross assets
- $9.0M
- Fund types
- 4 venture capital funds
- Funds with Form D records
- 1 issuer in AltStreet's ledger, $1.0M reported sold across them
- Client assets in custody
- $8.9M (2 clients)
Business, clients and compensation, as filed
- Advisory activities
- financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting and selection of other advisers
- Compensated by
- a percentage of assets under management, hourly charges and fixed fees
- Client types
- individuals (other than high net worth) (185); high net worth individuals (45); pooled investment vehicles (2); charitable organizations (6); corporations or other businesses
- Wrap fee program
- Sponsors or manages a wrap fee program
Form ADV Item 11 disclosures
No yes answers on Item 11 as of the latest Form ADV (August 28, 2026). Item 11 covers the firm and its advisory affiliates.
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Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.