COTTONWOOD WEALTH STRATEGIES, LLC
Investment Advice|SALT LAKE CITY, UT|Active
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$306.3M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 232.1M |
| Non-Discretionary | 74.3M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 311272 |
| SEC Number | 801-119782 |
| Street Address | 650 SOUTH 500 WEST |
| Street Address 2 | SUITE #185 |
| Location | SALT LAKE CITY, UT 84101 |
| Country | United States |
| Phone | 385-853-5000 |
| Total Employees | 5 |
Client Count by Type (215 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 164 |
| High Net Worth Individual… | 45 |
| Charitable Organizations | 6 |
Community Partners
CITY OF BLUFFDALE
CITY OF COTTONWOOD HEIGHTS
CITY OF DRAPER
CITY OF HERRIMAN
CITY OF HOLLADAY
CITY OF MIDVALE
CITY OF MILLCREEK
CITY OF MURRAY
CITY OF RIVERTON
CITY OF SALT LAKE CITY
CITY OF SANDY
CITY OF SOUTH JORDAN
CITY OF SOUTH SALT LAKE
CITY OF TAYLORSVILLE
CITY OF WEST JORDAN
CITY OF WEST VALLEY CITY
COUNTY OF SALT LAKE
COUNTY OF UTAH
METRO TOWNSHIP OF EMIGRATION CANYON
METRO TOWNSHIP OF KEARNS
CITY OF BLUFFDALE
CITY OF COTTONWOOD HEIGHTS
CITY OF DRAPER
CITY OF HERRIMAN
CITY OF HOLLADAY
CITY OF MIDVALE
CITY OF MILLCREEK
CITY OF MURRAY
CITY OF RIVERTON
CITY OF SALT LAKE CITY
CITY OF SANDY
CITY OF SOUTH JORDAN
CITY OF SOUTH SALT LAKE
CITY OF TAYLORSVILLE
CITY OF WEST JORDAN
CITY OF WEST VALLEY CITY
COUNTY OF SALT LAKE
COUNTY OF UTAH
METRO TOWNSHIP OF EMIGRATION CANYON
METRO TOWNSHIP OF KEARNS
CITY OF BLUFFDALE
CITY OF COTTONWOOD HEIGHTS
CITY OF DRAPER
CITY OF HERRIMAN
CITY OF HOLLADAY
CITY OF MIDVALE
CITY OF MILLCREEK
CITY OF MURRAY
CITY OF RIVERTON
CITY OF SALT LAKE CITY
CITY OF SANDY
CITY OF SOUTH JORDAN
CITY OF SOUTH SALT LAKE
CITY OF TAYLORSVILLE
CITY OF WEST JORDAN
CITY OF WEST VALLEY CITY
COUNTY OF SALT LAKE
COUNTY OF UTAH
METRO TOWNSHIP OF EMIGRATION CANYON
METRO TOWNSHIP OF KEARNS
Municipal Government
24 Active
24
Organizations
BIG COTTONWOOD CANYON IMPROVEMENT DISTRICT
CENTRAL VALLEY WATER RECLAMATION FACILITY
CENTRAL WASATCH COMMISSION
COPPER RIDGE HEALTH CARE
COPPERTON IMPROVEMENT DISTRICT
COTTONWOOD HEIGHTS PARKS AND RECREATION SERVICE AREA
COTTONWOOD IMPROVEMENT DISTRICT
CRESCENT CEMETERY MAINTENANCE DISTRICT
DAVIS-SALT LAKE CITY SPRAY AUTHORITY
DEPARTMENT OF AIRPORTS
EMIGRATION IMPROVEMENT DISTRICT
FLOOD CONTROL
GRANGER-HUNTER IMPROVEMENT DISTRICT
GREATER SALT LAKE MUNICIPAL SERVICE DISTRICT
HOUSING CONNECT
INTERMOUNTAIN POWER AGENCY
JORDAN RIVER COMMISSION
JORDAN VALLEY WATER CONSERVANCY DISTRICT
KEARNS IMPROVEMENT DISTRICT
LONE PEAK PUBLIC SAFETY DISTRICT
BIG COTTONWOOD CANYON IMPROVEMENT DISTRICT
CENTRAL VALLEY WATER RECLAMATION FACILITY
CENTRAL WASATCH COMMISSION
COPPER RIDGE HEALTH CARE
COPPERTON IMPROVEMENT DISTRICT
COTTONWOOD HEIGHTS PARKS AND RECREATION SERVICE AREA
COTTONWOOD IMPROVEMENT DISTRICT
CRESCENT CEMETERY MAINTENANCE DISTRICT
DAVIS-SALT LAKE CITY SPRAY AUTHORITY
DEPARTMENT OF AIRPORTS
EMIGRATION IMPROVEMENT DISTRICT
FLOOD CONTROL
GRANGER-HUNTER IMPROVEMENT DISTRICT
GREATER SALT LAKE MUNICIPAL SERVICE DISTRICT
HOUSING CONNECT
INTERMOUNTAIN POWER AGENCY
JORDAN RIVER COMMISSION
JORDAN VALLEY WATER CONSERVANCY DISTRICT
KEARNS IMPROVEMENT DISTRICT
LONE PEAK PUBLIC SAFETY DISTRICT
BIG COTTONWOOD CANYON IMPROVEMENT DISTRICT
CENTRAL VALLEY WATER RECLAMATION FACILITY
CENTRAL WASATCH COMMISSION
COPPER RIDGE HEALTH CARE
COPPERTON IMPROVEMENT DISTRICT
COTTONWOOD HEIGHTS PARKS AND RECREATION SERVICE AREA
COTTONWOOD IMPROVEMENT DISTRICT
CRESCENT CEMETERY MAINTENANCE DISTRICT
DAVIS-SALT LAKE CITY SPRAY AUTHORITY
DEPARTMENT OF AIRPORTS
EMIGRATION IMPROVEMENT DISTRICT
FLOOD CONTROL
GRANGER-HUNTER IMPROVEMENT DISTRICT
GREATER SALT LAKE MUNICIPAL SERVICE DISTRICT
HOUSING CONNECT
INTERMOUNTAIN POWER AGENCY
JORDAN RIVER COMMISSION
JORDAN VALLEY WATER CONSERVANCY DISTRICT
KEARNS IMPROVEMENT DISTRICT
LONE PEAK PUBLIC SAFETY DISTRICT
Special District
52 Active
52
Organizations
ACADEMY FOR MATH ENGINEER
AMERICAN LEADERSHIP ACADEMY, INCORPORATED
AMERICAN PREPARATORY ACADEMY OF DRAPER
BEEHIVE SCIENCE AND TECHNOLOGY ACADEMY
CANYONS SCHOOL DISTRICT
EASTHOLLYWOOD HIGH SCHOOL
GRANITE SCHOOL DISTRICT
JORDAN SCH DIST
MURRAY CITY SCH DIST
OPEN CLASSROOM
PARADIGM HIGH SCHOOL
PROVIDENCE HALL ELEMENTARY
SALT LAKE CENTER FOR SCIENCE EDUCATION
SALT LAKE CITY SCHOOL DIST
VANGUARD ACADEMY INC
ACADEMY FOR MATH ENGINEER
AMERICAN LEADERSHIP ACADEMY, INCORPORATED
AMERICAN PREPARATORY ACADEMY OF DRAPER
BEEHIVE SCIENCE AND TECHNOLOGY ACADEMY
CANYONS SCHOOL DISTRICT
EASTHOLLYWOOD HIGH SCHOOL
GRANITE SCHOOL DISTRICT
JORDAN SCH DIST
MURRAY CITY SCH DIST
OPEN CLASSROOM
PARADIGM HIGH SCHOOL
PROVIDENCE HALL ELEMENTARY
SALT LAKE CENTER FOR SCIENCE EDUCATION
SALT LAKE CITY SCHOOL DIST
VANGUARD ACADEMY INC
ACADEMY FOR MATH ENGINEER
AMERICAN LEADERSHIP ACADEMY, INCORPORATED
AMERICAN PREPARATORY ACADEMY OF DRAPER
BEEHIVE SCIENCE AND TECHNOLOGY ACADEMY
CANYONS SCHOOL DISTRICT
EASTHOLLYWOOD HIGH SCHOOL
GRANITE SCHOOL DISTRICT
JORDAN SCH DIST
MURRAY CITY SCH DIST
OPEN CLASSROOM
PARADIGM HIGH SCHOOL
PROVIDENCE HALL ELEMENTARY
SALT LAKE CENTER FOR SCIENCE EDUCATION
SALT LAKE CITY SCHOOL DIST
VANGUARD ACADEMY INC
School District
15 Active
15
Organizations
100 FOR KIDS UT CREDIT FOUNDATION
100 Humanitarians International
1520 ARTS
1-800 CONTACTS GIVES BACK
1880 RANCH
1993 Panthers Association Inc
1UTAH PROJECT
2 BETA
337PROJECT
3 FOR 5 FOUNDATION
3 Great Rights Foundation
47G UAMMI INSTITUTE
47G - UTAH AEROSPACE & DEFENSE
4963 AFT SALT LAKE COMMUNITY COLLEGE
4 A BETTER TOMORROW
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H ENDOWMENT FUND-SALT LAKE COUNTY
4 YOUNGSTERS INC
5280 CHALLENGE
5RHYTHMS REACH OUT INC
100 FOR KIDS UT CREDIT FOUNDATION
100 Humanitarians International
1520 ARTS
1-800 CONTACTS GIVES BACK
1880 RANCH
1993 Panthers Association Inc
1UTAH PROJECT
2 BETA
337PROJECT
3 FOR 5 FOUNDATION
3 Great Rights Foundation
47G UAMMI INSTITUTE
47G - UTAH AEROSPACE & DEFENSE
4963 AFT SALT LAKE COMMUNITY COLLEGE
4 A BETTER TOMORROW
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H ENDOWMENT FUND-SALT LAKE COUNTY
4 YOUNGSTERS INC
5280 CHALLENGE
5RHYTHMS REACH OUT INC
100 FOR KIDS UT CREDIT FOUNDATION
100 Humanitarians International
1520 ARTS
1-800 CONTACTS GIVES BACK
1880 RANCH
1993 Panthers Association Inc
1UTAH PROJECT
2 BETA
337PROJECT
3 FOR 5 FOUNDATION
3 Great Rights Foundation
47G UAMMI INSTITUTE
47G - UTAH AEROSPACE & DEFENSE
4963 AFT SALT LAKE COMMUNITY COLLEGE
4 A BETTER TOMORROW
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H ENDOWMENT FUND-SALT LAKE COUNTY
4 YOUNGSTERS INC
5280 CHALLENGE
5RHYTHMS REACH OUT INC
Nonprofit Organization
6218 Active
6218
Organizations
Community Partners139 organizations
COUNTY OF SALT LAKE
Municipal Government·SALT LAKE CITY
COUNTY OF UTAH
Municipal Government·SPANISH FORK
BIG COTTONWOOD CANYON IMPROVEMENT DISTRICT
Special District·BRIGHTON
CENTRAL WASATCH COMMISSION
Special District·SALT LAKE CITY
COPPER RIDGE HEALTH CARE
Special District·WEST JORDAN
COPPERTON IMPROVEMENT DISTRICT
Special District·BINGHAM CANYON
CRESCENT CEMETERY MAINTENANCE DISTRICT
Special District·SANDY
DAVIS-SALT LAKE CITY SPRAY AUTHORITY
Special District·KAYSVILLE
DEPARTMENT OF AIRPORTS
Special District·SALT LAKE CITY
FLOOD CONTROL
Special District·SALT LAKE CITY
GRANGER-HUNTER IMPROVEMENT DISTRICT
Special District·SALT LAKE CITY
HOUSING CONNECT
Special District·SALT LAKE CITY
JORDAN RIVER COMMISSION
Special District·SALT LAKE CITY
KEARNS IMPROVEMENT DISTRICT
Special District·SALT LAKE CITY
LONE PEAK PUBLIC SAFETY DISTRICT
Special District·HIGHLAND
METROPOLITAN WATER DISTRICT OF SALT LAKE
Special District·SANDY
MIDVALLEY IMPROVEMENT DISTRICT
Special District·MIDVALE
MULTI-COUNTY APPRAISAL TRUST FUND
Special District·SALT LAKE CITY
OQUIRRH RECREATION AND PARKS DISTRICT
Special District·KEARNS
PARKS & RECREATION
Special District·SALT LAKE CITY
SALT LAKE CITY HOUSING AUTHORITY
Special District·SALT LAKE CITY
SALT LAKE CITY MOSQUITO ABATEMENT DISTRICT
Special District·SALT LAKE CITY
SALT LAKE SOIL CONSERVATION DISTRICT
Special District·WEST JORDAN
SOUTH VALLEY WATER RECLAMATION FACILITY
Special District·WEST JORDAN
TAYLORSVILLE-BENNION IMPROVEMENT DISTRICT
Special District·TAYLORSVILLE
UNIFIED FIRE AUTHORITY
Special District·SOUTH SALT LAKE
UTAH TELECOMMUNICATION OPEN INFRASTRUCTURE AGENCY (UTOPIA)
Special District·WEST VALLEY
UTAH TRANSIT AUTHORITY
Special District·SALT LAKE CITY
UTAH WATER FINANCE AGENCY
Special District·WEST JORDAN
ACADEMY FOR MATH ENGINEER
School District·MURRAY
AMERICAN LEADERSHIP ACADEMY, INCORPORATED
School District·SPANISH FORK
AMERICAN PREPARATORY ACADEMY OF DRAPER
School District·DRAPER
BEEHIVE SCIENCE AND TECHNOLOGY ACADEMY
School District·SANDY
EASTHOLLYWOOD HIGH SCHOOL
School District·SALT LAKE CITY
OPEN CLASSROOM
School District·SALT LAKE CITY
PARADIGM HIGH SCHOOL
School District·SOUTH JORDAN
PROVIDENCE HALL ELEMENTARY
School District·HERRIMAN
SALT LAKE CENTER FOR SCIENCE EDUCATION
School District·SALT LAKE CITY
VANGUARD ACADEMY INC
School District·WEST VALLEY CITY
100 FOR KIDS UT CREDIT FOUNDATION
Nonprofit Organization·SALT LAKE CITY
100 Humanitarians International
Nonprofit Organization·South Jordan
1520 ARTS
Nonprofit Organization·SOUTH SALT LAKE
1-800 CONTACTS GIVES BACK
Nonprofit Organization·DRAPER
1880 RANCH
Nonprofit Organization·SPANISH FORK
1993 Panthers Association Inc
Nonprofit Organization·Salt Lake City
1UTAH PROJECT
Nonprofit Organization·South Salt Lake
2 BETA
Nonprofit Organization·DRAPER
337PROJECT
Nonprofit Organization·HIGHLAND
3 FOR 5 FOUNDATION
Nonprofit Organization·SALT LAKE CITY
3 Great Rights Foundation
Nonprofit Organization·West Jordan
47G UAMMI INSTITUTE
Nonprofit Organization·Salt Lake City
47G - UTAH AEROSPACE & DEFENSE
Nonprofit Organization·SALT LAKE CITY
4963 AFT SALT LAKE COMMUNITY COLLEGE
Nonprofit Organization·Salt Lake City
4 A BETTER TOMORROW
Nonprofit Organization·Draper
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·DRAPER
4-H ENDOWMENT FUND-SALT LAKE COUNTY
Nonprofit Organization·Salt Lake City
4 YOUNGSTERS INC
Nonprofit Organization·West Valley City
5280 CHALLENGE
Nonprofit Organization·West Jordan
5RHYTHMS REACH OUT INC
Nonprofit Organization·COTTONWOOD HEIGHTS
5 Star Legacy Foundation
Nonprofit Organization·Highland
661 Foundation
Nonprofit Organization·Salt Lake City
78796 DRAPER
Nonprofit Organization·Draper
7 SACRED SPACES NON PROFIT CORPORATION
Nonprofit Organization·SALT LAKE CITY
7TH STREET TREATMENT CENTER
Nonprofit Organization·SALT LAKE CITY
801 Labs
Nonprofit Organization·West Jordan
801 SALON
Nonprofit Organization·Cottonwood Heights
90 & 9
Nonprofit Organization·SANDY
96TH INFANTRY DIVISION DEADEYE ASSOCIATION
Nonprofit Organization·Salt Lake City
99 FOUNDATION INC
Nonprofit Organization·Salt Lake City
AAA FAIR CREDIT FOUNDATION
Nonprofit Organization·SALT LAKE CITY
A Act Of Love Alternative Options
Nonprofit Organization·Sandy
AAI
Nonprofit Organization·SOUTH JORDAN
AAML FELLOWS OF UTAH
Nonprofit Organization·SALT LAKE CITY
Aaron A Hofmann Foundation
Nonprofit Organization·Salt Lake City
ABEK COMMUNITY DEVELOPMENT PROGRAM
Nonprofit Organization·Kearns
A Better Day Foundation
Nonprofit Organization·West Jordan
ABHA
Nonprofit Organization·Salt Lake City
ABIDE CHRISTIAN ACADEMY
Nonprofit Organization·WEST JORDAN
ABILITY
Nonprofit Organization·Draper
Ability Found Corporation
Nonprofit Organization·Salt Lake City
ABLE-DIFFERENTLY
Nonprofit Organization·Salt Lake City
ABPA
Nonprofit Organization·WEST JORDAN
A Buddy Just Like Me Inc
Nonprofit Organization·Salt Lake Cty
ABUNDANCE INSTITUTE
Nonprofit Organization·SALT LAKE CITY
ABUSE SURVIVORS FOUNDATION OF UTAH
Nonprofit Organization·Sandy
ACADEMY FOR MATH ENGINEERING & SCIENCE
Nonprofit Organization·SALT LAKE CITY
ACADEMY FOUNDATION FOR THE FUTURE
Nonprofit Organization·DRAPER
ACADEMY OF BIOMIMETIC DENTISTRY
Nonprofit Organization·SALT LAKE CITY
ACADEMY OF CLINICAL LABORATORY
Nonprofit Organization·SALT LAKE CITY