Cottonwood Wealth Strategies, LLC

Cottonwood Wealth Strategies, LLC (CRD# 311272) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $250,523,932 in 617 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
650 South 500 West, Suite #176, Salt Lake City, UT 84101
https://www.cottonwoodws.com/
By the Numbers
  • Total Assets Under Management
    251
    MILLION
  • Total Number of Accounts
    617
    ACCOUNTS
  • Average Account Value
    $406,036
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • 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)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, UT

Financial Advisors at Cottonwood Wealth Strategies, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Matthew Pappas, financial advisor Salt Lake City UT
Matthew D. Pappas
CRD#: 5704052
650 S. 500 W., Suite 176, Salt Lake City, UT 84101

Matthew Pappas (CRD# 5704052) is an Investment Advisor Representative working at Cottonwood Wealth Strategies, LLC in Salt Lake City, UT and has over 14 years of experience in the finance industry.

2
Thomas Pappas, financial advisor Salt Lake City UT
Thomas J. Pappas
CRD#: 1068522
650 S. 500 W, Suite 176, Salt Lake City, UT 84101

Thomas Pappas (CRD# 1068522) is an Investment Advisor Representative working at Cottonwood Wealth Strategies, LLC in Salt Lake City, UT and has over 41 years of experience in the finance industry.

3
Zachary Quinn, financial advisor Salt Lake City UT
Zachary A. Quinn
CRD#: 7854631
650 South 500 West, Suite #176, Salt Lake City, UT 84101

Zachary Quinn (CRD# 7854631) is an Investment Advisor Representative working at Cottonwood Wealth Strategies, LLC in Salt Lake City, UT and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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