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CTA WEALTH ADVISORS, INC.
CRD 113007 · SEC 801-118848
290 EAST VERDUGO AVENUE, SUITE 205, BURBANK, CA, 91502, United States
Phone
818-841-1746
Fax
818-841-1954
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$175.2M
Discretionary AUM
$9.9M
Team
4 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 61 | $27.4M |
| High net worth individuals | 42 | $146.4M |
| Pension/profit sharing plans | 1 | $1.5M |
States served
AZ, CA, TX
All web addresses on file
Official SEC filing: View on IAPD