Key facts
- COTTONWOOD WEALTH STRATEGIES, LLC is a venture capital firm based in SALT LAKE CITY, UT.
Registered with the SEC
Form ADV · 2026-04 · CRD 311272- Regulatory AUM
- —
- Private fund assets
- $9.0M
- Private funds
- 4 · 4 venture
- Staff
- 5
- Registered office
- SALT LAKE CITY, UT
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as COTTONWOOD CAPITAL ADVISORS, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for COTTONWOOD WEALTH STRATEGIES, LLC are on record yet. Positions surface from round participations, filings, and coverage.
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