Cts Financial Planning, Inc.
Cts Financial Planning, Inc. is an SEC-registered wealth manager in Chicago, IL with $313.9M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Cts Financial Planning, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 110960, SEC 801-25781, data through 2025-12-23.
- AUM (assets under management / regulatory AUM)
- $313.9M (2025-12-23)
- Firm type
- Wealth Manager
- Location
- Chicago, IL
- Employees
- 9
- Clients
- 249
- CRD
- 110960
- Ownership
- MUCH, TODD, WAYNE; MARIEN, CHARLES, ANTHONY; MUCH, CHRISTOPHER, TODD; MUCH, JONATHON, COREY
How much AUM does Cts Financial Planning, Inc. have?
Cts Financial Planning, Inc. reported $313.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2025-12-23).
Who owns Cts Financial Planning, Inc.?
Disclosed owners and executives of Cts Financial Planning, Inc. include MUCH, TODD, WAYNE, MARIEN, CHARLES, ANTHONY, MUCH, CHRISTOPHER, TODD, MUCH, JONATHON, COREY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.