Salt Lake City, UT logo

Salt Lake City, UT Office

Team
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Cottonwood Asset Management LLC logo

Cottonwood Asset Management LLC

Supported

Firm-wide stats for Cottonwood Asset Management LLC

Total advisors

4

Across 3 offices

Clients per advisor

9 Very Low

Avg AUM per client

$430,222 Low

HNW client ratio

43% High

About

Cottonwood Asset Management advises individual and high‑net‑worth clients through discretionary asset management, financial planning and consulting, and referrals to third‑party money managers. Engagements range from ongoing portfolio management to standalone planning work that addresses retirement, estate, tax, business and real‑estate considerations.

The firm combines fundamental, sector and mutual‑fund/ETF analysis with disciplined asset‑allocation and periodic rebalancing, and it expressly manages fixed‑income duration around benchmark targets. It also implements options and other derivatives strategies within separately managed accounts and uses sub‑advisory relationships when specialist management is required.

Noteworthy features include an affiliated accounting practice that provides tax preparation, bookkeeping and related business consulting, and representatives who are licensed to offer insurance products; both affiliations are disclosed as potential conflicts and are managed alongside advisory services. The firm operates as a modest‑sized advisory practice with staff holding professional credentials such as CPA and CFA, reflecting an integration of tax, accounting and investment capabilities that is less common among peers.

Based on Cottonwood Asset Management LLC

Expertise

Options & derivatives strategies Concentrated stock management Tax-loss harvesting

Based on Cottonwood Asset Management LLC

Location

4505 South Wasatch Blvd, #300

Salt Lake City UT 84124

Advisors at this office

2

Advisors at this office

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Ryan O

Series 63, Series 66

Salt Lake City, UT

Cottonwood Asset Management LLC

Ryan O'Shea is a financial advisor with Cottonwood Asset Management LLC in Salt Lake City, UT, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. He has worked at Cottonwood since 2018 and previously held roles at Allegis Investment Advisors and Garda Financial. Outside of his advisory work, O’Shea is principal of O'Shea Advisory Group, which provides life and health insurance services. Cottonwood Asset Management serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and referrals to third-party money managers. The firm integrates accounting and tax-preparation services into its advisory operations and employs investment strategies tailored to client objectives, including fixed-income approaches and the use of options and derivatives.

Options & derivatives strategies Concentrated stock management Tax-loss harvesting
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Daren W

Series 63, Series 66

Salt Lake City, UT

Cottonwood Asset Management LLC

Daren Wright is a financial advisor at Cottonwood Asset Management LLC with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at Allegis Investment Advisors and Garda Financial. Outside of his advisory role, he manages private equity investments through Nuvo Ventures, LLC and Citius Ventures, LLC, and is involved with a trucking company, Royal Broadcast Company. Cottonwood Asset Management serves individual and high-net-worth clients through discretionary asset management, financial planning, and consulting. The firm combines fundamental and sector analysis with disciplined asset allocation, incorporating fixed-income duration management and derivative strategies, supported by an affiliated accounting practice and licensed insurance representatives.

Options & derivatives strategies Concentrated stock management Tax-loss harvesting
View complete list of advisors at this office
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