Overview
Assets Under Management: $137 million
Headquarters: BURBANK, CA
High-Net-Worth Clients: 36
Average Client Assets: $3 million
Frequently Asked Questions
CTA WEALTH ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #113007), CTA WEALTH ADVISORS, INC. is subject to fiduciary duty under federal law.
CTA WEALTH ADVISORS, INC. is headquartered in BURBANK, CA.
CTA WEALTH ADVISORS, INC. serves 36 high-net-worth clients according to their SEC filing dated March 21, 2024. View client details ↓
According to their SEC Form ADV, CTA WEALTH ADVISORS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
CTA WEALTH ADVISORS, INC. manages $137 million in client assets according to their SEC filing dated March 21, 2024.
According to their SEC Form ADV, CTA WEALTH ADVISORS, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.06
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 181
Discretionary Accounts: 14
Non-Discretionary Accounts: 167
Regulatory Filings
CRD Number: 113007
Last Filing Date: 2024-03-21 00:00:00
Website: https://ctawealthadvisors.com