Cta Wealth Advisors, Inc.
Cta Wealth Advisors, Inc. is an SEC-registered wealth manager in Burbank, CA with $175.2M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Cta Wealth Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 113007, SEC 801-118848, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $175.2M (2026-03-09)
- Firm type
- Wealth Manager
- Location
- Burbank, CA
- Employees
- 4
- Clients
- 104
- CRD
- 113007
- Ownership
- THORNTON, CAMERON, MITCHELL; COLE, TREVOR, MICHAEL; CTA WEALTH ADVISORS, INC.; CAMERON M. THORNTON, TTEE THORNTON FAMILY TRUST DTD 3/28/1988; THORNTON, CAMERON MITCHELL
How much AUM does Cta Wealth Advisors, Inc. have?
Cta Wealth Advisors, Inc. reported $175.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns Cta Wealth Advisors, Inc.?
Disclosed owners and executives of Cta Wealth Advisors, Inc. include THORNTON, CAMERON, MITCHELL, COLE, TREVOR, MICHAEL, CTA WEALTH ADVISORS, INC., CAMERON M. THORNTON, TTEE THORNTON FAMILY TRUST DTD 3/28/1988, THORNTON, CAMERON MITCHELL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.