RIA Intel›Advisers›Utah›COTTONWOOD ASSET MANAGEMENT LLC

COTTONWOOD ASSET MANAGEMENT LLC

Advisory

SALT LAKE CITY, UT

Data as of Apr 2, 2026 · Source: SEC Form ADV

Average account

$238K

across 67 accounts

AUM per adviser

$5M

3 advisers

Source: SEC Form ADV. Figures as filed Apr 2, 2026.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$16M

Discretionary AUM$16M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients37

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, TX, UT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

37 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in UT

Closest by assets under management. All figures from Form ADV.

SALT LAKE CITY, UT

$16M

PULTENEY STREET CAPITAL MANAGEMENT, LLC

$17M

RAE WEALTH MANAGEMENT, LLC

$15M

FOCAL POINT FINANCIAL PLANNING, LLC

$17M

SKYLID CAPITAL MANAGEMENT, INC.

$17M

SANDOS FINANCIAL, INC.

$18M

Get the full picture on COTTONWOOD ASSET MANAGEMENT LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track COTTONWOOD ASSET MANAGEMENT LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans