Allocator Index · CRD 311272

COTTONWOOD WEALTH STRATEGIES, LLC

Salt Lake City, UT · 385-853-5000 · cottonwoodws.com/

SEC IAPD record ↗

Fit score

62

  • aum $250M-$3.0B+22
  • any_private_fund+22
  • hnw>=25+10
  • employees 3-60+8

HNW clients

45

Other individuals

185

HNW assets

$136.9M

Total AUM

$279.0M

Employees

5

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
ASYMM VENTURE FUND II, LLC - CLASS AVenture Capital Fund$5.8M
ASYMM VENTURE FUND, LLCVenture Capital Fund$2.7M
ASYMM VENTURE FUND II, LLC - CLASS BVenture Capital Fund$291K
ASYMM VENTURE FUND II, LLC - CLASS CVenture Capital Fund$212K