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Building 2COTTONWOOD WEALTH STRATEGIES, LLC

Map pinSALT LAKE CITY, UT
Phone385-853-5000
NotebookSEC #801-119782
Total AUM
$279M
Employees
5
Clients
239

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
650 SOUTH 500 WEST
SUITE #185
SALT LAKE CITY
UT 84101
United States
Operating Hours
9:00 AM TO 5:00 PM ET
Monday - Friday
Phone
385-853-5000

ReceiptFinancials

Total AUM
$279M
Accounts
638
Discretionary
$271M
Accounts
614
Non-Discretionary
$8M
Accounts
24

ContactClients

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Individual Clients
185
AUM
$64.7M
HNW Individual Clients
45
AUM
$136.9M
Pooled Vehicle Clients
2
AUM
$8.9M
Charitable Organization Clients
6
AUM
$68M
Corporation or Business Clients
1
AUM
$405.4K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOIDORTXUT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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