# Cottonwood Wealth Strategies

Cottonwood Wealth Strategies is a Bank / Wealth / Trust based in Salt Lake City, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Salt Lake City, United States
- **Region:** North America
- **Address:** Salt Lake City, Utah, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** cottonwoodws.com
- **LinkedIn:** https://www.linkedin.com/company/cottonwood-wealth-strategies

## Regulatory record

- **CRD number:** 311272
- **SEC file number:** 801-119782
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-29T05:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311272

## About

Cottonwood Wealth Strategies began operations in 2020. It functions as a registered investment adviser serving high-net-worth clients and institutions from its base in Salt Lake City. The firm offers asset management, financial planning, and portfolio management. No specific asset-class allocations, named holdings, or co-investors appear in available records. Activity remains confined to the United States. No team size, additional offices, or adjacent vehicles have been identified. No operational events from the past 24 months are recorded. The firm operates as a conventional wealth manager without disclosed hybrid structures or succession arrangements that would differentiate it from standard RIAs.

## Questions

### Who runs investment decisions at Cottonwood Wealth Strategies?

No named principals or CIO appear in public records.

### Does Cottonwood Wealth Strategies participate in fund commitments or only direct deals?

Available information does not specify fund commitments or direct investments.

### What investment stages does Cottonwood Wealth Strategies typically target?

No stage focus is disclosed in current sources.

## Related profiles

- [Cottonwood Technology Fund](https://altss.com/profile/cottonwood-technology-fund)
- [COTU Ventures](https://altss.com/profile/cotu-ventures)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/cottonwood-wealth-strategies

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