CRD: 311272
Cottonwood Wealth Strategies, LLC
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- Custodian
- First Clearing · Inspira Financial Trust · LLC · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-12-2020
- Office Locations
- 1
Office Locations
About Cottonwood Wealth Strategies, LLC
Cottonwood Wealth Strategies is a Salt Lake City RIA delivering customized wealth planning for families and retirees, integrating retirement, tax-aware and legacy planning with ongoing portfolio guidance. Portfolios are primarily ETF-based and the firm also offers access to private investments. Custody includes First Clearing, and the team highlights 55+ years of combined industry experience.
Team overview
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Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
MATTHEW DONALD PAPPAS
Managing Partner, President
- CRD
- #5704052
- Ownership
- 50% but less than 75%
THOMAS J PAPPAS
Chief Compliance Officer, Managing Partner, President
- CRD
- #1068522
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $270,983,459 | $441,341 |
| Non-Discretionary | $7,992,992 | $333,041 |
| Total | $278,976,451 | $437,267 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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