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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Utah
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PAPPAS, MATTHEW, DONALD | I | MANAGING PARTNER | D | Control |
| PAPPAS, MATTHEW, DONALD | I | MANAGING PARTNER | D | Control |
| PAPPAS, MATTHEW, DONALD | I | MANAGING PARTNER | D | Control |
| PAPPAS, MATTHEW, DONALD | I | MANAGING PARTNER | D | Control |
| PAPPAS, MATTHEW, DONALD | I | MANAGING PARTNER | D | Control |
| PAPPAS, MATTHEW, DONALD | I | MANAGING PARTNER | D | Control |
| PAPPAS, MATTHEW, DONALD | I | MANAGING PARTNER | D | Control |
| PAPPAS, MATTHEW, DONALD | I | MANAGING PARTNER | D | Control |
| PAPPAS, MATTHEW, DONALD | I | MANAGING PARTNER | D | Control |
| PAPPAS, MATTHEW, DONALD | I | MANAGING PARTNER | D | Control |
| PAPPAS, MATTHEW, DONALD | I | MANAGING PARTNER | D | Control |
| PAPPAS, THOMAS, J | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| PAPPAS, THOMAS, J | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| PAPPAS, THOMAS, J | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| PAPPAS, THOMAS, J | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| PAPPAS, THOMAS, J | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| PAPPAS, THOMAS, J | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| PAPPAS, THOMAS, J | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| PAPPAS, THOMAS, J | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| PAPPAS, THOMAS, J | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| PAPPAS, THOMAS, J | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
| PAPPAS, THOMAS, J | I | MANAGING PARTNER & CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Nov 21, 2025 REGISTERED
Notice Filings (7)
AZ CA CO ID OR TX UT
Address
650 SOUTH 500 WESTSUITE #185
SALT LAKE CITY, UT 84101
United States
Phone: 385-853-5000