Daren Wright
Daren Wright is a registered investment advisor at Cottonwood Asset Management LLC, based in Salt Lake City, UT, with 22 years of industry experience. Daren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 48 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cottonwood Asset Management charges a maximum of 2.00% annually for managing your investments. This fee is calculated based on the value of your account each quarter and is typically deducted directly from your account. The exact fee will be outlined in your advisory agreement. Cottonwood also uses third-party investment advisors, compensating them from the overall fee.
Location
4505 South Wasatch Blvd, #300, Salt Lake City, UT, 84124
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Daren is a managing member of Nuvo Ventures LLC and Citius Ventures LLC, both investment-related entities, dedicating minimal time to each. He also owns Alliance Financial for personal estate planning, is a member of OK BOB LLC and CELEBRIX for private investments, and devotes about a few hours per week to Royal Broadcast Company, a trucking company.
Employment History
Current Registrations
Cottonwood Asset Management LLC
Previous Registrations
Allegis Investment Advisors, LLC
Garda Financial
Fortius Financial Advisors, LLC
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.