C
$175.2M Total AUM
$9.9M Disc. AUM
11.2% 3Y CAGR
4 Employees
105 ADV. Clients
25 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-20-2001
- Office Locations
- 1
Office Locations
290 E. Verdugo Ave. Suite 205 Burbank CA
About CTA Wealth Advisors, Inc.
CTA Wealth Advisors, Inc. is an independent RIA in Burbank, CA providing ongoing, lifetime financial coaching and goals-based wealth management for individuals and families, with an emphasis on retirement planning plus estate and heritage planning. Portfolios commonly use public funds and ETFs and can be implemented via platforms like Envestnet, with custody often at providers such as Schwab.
Team overview
70 AVG AGE
$87.6M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
23 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
25yrs Firm Age
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CRM
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Investment Themes
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Technology
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Owner & Executives
TREVOR MICHAEL COLE
DIRECTOR OF COMPLIANCE, Secretary
- CRD
- #3019716
- Ownership
- Less than 5%
Available
Available
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CAMERON MITCHELL THORNTON
Founding Principal, President
- CRD
- #1109500
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,916,404 | $762,800 |
| Non-Discretionary | $165,322,993 | $966,801 |
| Total | $175,239,397 | $952,388 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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