Cta Wealth Advisors, Inc.
● SEC registered since 2020CRD 113007SEC# 801-118848Burbank, CA
Reg. AUM
$175.2M
Employees
4
Accounts
184
Location
Burbank, CA
Cta Wealth Advisors, Inc. assets under management
Cta Wealth Advisors, Inc. is a registered investment adviser overseen by the SEC based in Burbank, CA. The firm has been registered since 2020. It reports $175.2 million in regulatory assets under management and employs 4 people.
Cta Wealth Advisors, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cameron M. Thornton, Ttee Thornton Family Trust Dtd 3/28/1988 | Trustee Of Family Revocable Trust | Over 75% | 1988 |
| Cameron Mitchell Thornton Control | President/Chief Executive Officer/Chief Compliance Officer | Under 5% | 1982 |
| Trevor Michael Cole Control | Secretary/Director Of Compliance | Under 5% | 2008 |
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Join to unlock · $37/moFrequently asked questions
How much does Cta Wealth Advisors, Inc. manage?
Cta Wealth Advisors, Inc. reports $175.2 million in regulatory assets under management on its Form ADV.
How many employees does Cta Wealth Advisors, Inc. have?
Cta Wealth Advisors, Inc. reports 4 employees.
Where is Cta Wealth Advisors, Inc. located?
Cta Wealth Advisors, Inc. is based in Burbank, CA and has been SEC-registered since 2020.
Does Cta Wealth Advisors, Inc. disclose fund performance?
Cta Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 290 East Verdugo Avenue, Suite 205, Burbank, CA 91502 |
| Phone | 818-841-1746 |
| Fax | 818-841-1954 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$175.2M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$175.2Mregulatory AUM
Discretionary $9.9MNon-discretionary $165.3M