Cottonwood Wealth Management, LLC

Cottonwood Wealth Management, LLC (CRD# 166861) is a financial advisory firm headquartered in Wichita, KS. They manage $595,538 in 9 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $66,171
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KS

Financial Advisors at Cottonwood Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeremy P. Alessi
CRD#: 5736957
216 N. Mosley, Wichita, KS 67202
98
Wealthminder
score

Jeremy Alessi (CRD# 5736957) is an Investment Advisor Representative working at Cottonwood Wealth Management, LLC in Wichita, KS and has over 6 years of experience in the finance industry.

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