COTTONWOOD CAPITAL ADVISORS, LLC
Doing business as COTTONWOOD WEALTH STRATEGIES, LLC. SEC Form ADV profile.
Total regulatory AUM
$278,976,451
Discretionary
$270,983,459
Non-discretionary
$7,992,992
Firm details
- CRD number
- 311272
- SEC file number
- 801-119782
- Main office
- SALT LAKE CITY, UT, United States
- Employees
- 5
- SEC status
- Approved
- Website
- https://www.cottonwoodws.com/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.