Cottonwood Wealth Strategies, LLC

Cottonwood Wealth Strategies, LLC, formerly known as Cottonwood Capital Advisors, LLC, is a fee-only registered investment adviser based in Salt Lake City, Utah. Founded in 2020, the firm is owned by Thomas Pappas and Matthew Pappas. Cottonwood Wealth Strategies offers personalized investment management and financial advisory services to individuals, high net worth individuals, trusts, businesses, and corporations. The firm acts as the managing member of private investment funds, including the Asymm Venture Fund II, LLC. Clients may invest in these funds based on their investment objectives and risk profile. The firm provides a variety of advisory services, including investment and wealth management, financial planning and consulting, and fiduciary and non-fiduciary services for plan sponsors. Cottonwood Wealth Strategies manages client portfolios on a discretionary basis, primarily allocating assets among ETFs, individual securities, and mutual funds. The firm may also recommend clients allocate assets to independent managers. Clients' assets are held by a qualified custodian, and the firm does not maintain physical possession of client assets. Cottonwood Wealth Strategies charges fees based on a graduated fee schedule for investment and wealth management services, with fees billed quarterly in advance. The firm may also charge fees for financial planning and consulting services based on an hourly rate, fixed rate, or project basis. The firm discloses potential conflicts of interest related to compensation received from product sponsors and the use of third-party asset managers. Clients are encouraged to review the firm's Code of Ethics, Proxy Voting Policies and Procedures, and other relevant disclosures.