COTTONWOOD CAPITAL ADVISORS, LLC
Legal name: COTTONWOOD WEALTH STRATEGIES, LLC
CRD #311272 SEC #801-119782 SALT LAKE CITY, UT 385-853-5000
SEC Registered Private Funds
Total AUM
$306.3M
Discretionary
$232.1M
Employees
5
Clients
0
Accounts
630
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $306.3M | $232.1M | $74.3M | 5 | 2 |
| Sep 2025 | $306.3M | $232.1M | $74.3M | 5 | 2 |
| Mar 2025 | $306.3M | $232.1M | $74.3M | 5 | 2 |
| Feb 2024 | $250.5M | $187.3M | $63.2M | 5 | 2 |
| Oct 2023 | $216.8M | $186.6M | $30.1M | 4 | 2 |
| May 2023 | $216.8M | $186.6M | $30.1M | 4 | 2 |
| Feb 2023 | $216.8M | $186.6M | $30.1M | 4 | 2 |
| Mar 2022 | $230.7M | $205M | $25.7M | 5 | 0 |
| Sep 2021 | $222.6M | $183.4M | $39.1M | 4 | 0 |
| Mar 2021 | $222.6M | $183.4M | $39.1M | 4 | 0 |
DateNov 2025
Total AUM$306.3M
Discretionary$232.1M
Non-Disc.$74.3M
Employees5
Clients2
DateSep 2025
Total AUM$306.3M
Discretionary$232.1M
Non-Disc.$74.3M
Employees5
Clients2
DateMar 2025
Total AUM$306.3M
Discretionary$232.1M
Non-Disc.$74.3M
Employees5
Clients2
DateFeb 2024
Total AUM$250.5M
Discretionary$187.3M
Non-Disc.$63.2M
Employees5
Clients2
DateOct 2023
Total AUM$216.8M
Discretionary$186.6M
Non-Disc.$30.1M
Employees4
Clients2
DateMay 2023
Total AUM$216.8M
Discretionary$186.6M
Non-Disc.$30.1M
Employees4
Clients2
DateFeb 2023
Total AUM$216.8M
Discretionary$186.6M
Non-Disc.$30.1M
Employees4
Clients2
DateMar 2022
Total AUM$230.7M
Discretionary$205M
Non-Disc.$25.7M
Employees5
Clients0
DateSep 2021
Total AUM$222.6M
Discretionary$183.4M
Non-Disc.$39.1M
Employees4
Clients0
DateMar 2021
Total AUM$222.6M
Discretionary$183.4M
Non-Disc.$39.1M
Employees4
Clients0