← Tributary

COTTONWOOD WEALTH STRATEGIES, LLC

SALT LAKE CITY, UT · CRD 311272 · IAPD ↗ · cottonwoodws.com · 385-853-5000

$279.0MRegulatory AUM
2Advisory reps
5Employees
0Clients
0Planning clients
4Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — COTTONWOOD WEALTH STRATEGIES, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
April 2025 — COTTONWOOD WEALTH STRATEGIES, LLC notice-filed in AZ, ID, OR, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.