CTA WEALTH ADVISORS, INC.
CRD #113007 SEC #801-118848 BURBANK, CA 818-841-1746
SEC Registered
Total AUM
$150.9M
Discretionary
$9.5M
Employees
5
Clients
101
Accounts
188
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $150.9M | $9.5M | $141.4M | 5 | 3 |
| May 2025 | $150.9M | $9.5M | $141.4M | 5 | 3 |
| Mar 2025 | $150.9M | $9.5M | $141.4M | 5 | 3 |
| Mar 2024 | $136.5M | $8.8M | $127.7M | 5 | 6 |
| Mar 2023 | $128.6M | $7.1M | $121.5M | 5 | 13 |
| Nov 2022 | $153.8M | $10.7M | $143.1M | 5 | 0 |
| Mar 2022 | $153.8M | $10.7M | $143.1M | 5 | 0 |
| Apr 2021 | $136.8M | $8.3M | $128.4M | 5 | 5 |
| Mar 2021 | $136.8M | $8.3M | $128.4M | 5 | 5 |
| Mar 2021 | $136.8M | $8.3M | $128.4M | 5 | 5 |
| Feb 2021 | $120.7M | $0 | $120.7M | 5 | 1 |
| Sep 2020 | $120.7M | $0 | $120.7M | 5 | 1 |
| Jul 2020 | $120.7M | $0 | $120.7M | 5 | 1 |
| Jun 2020 | $120.7M | $0 | $120.7M | 5 | 1 |
| May 2020 | $120.7M | $0 | $120.7M | 5 | 1 |
| May 2009 | $23.1M | $0 | $23.1M | 5 | -- |
| Mar 2007 | $51.9M | $0 | $51.9M | 10 | -- |
| Feb 2007 | $51.9M | $0 | $51.9M | 10 | -- |
| Mar 2006 | $52.1M | $0 | $52.1M | 10 | -- |
DateAug 2025
Total AUM$150.9M
Discretionary$9.5M
Non-Disc.$141.4M
Employees5
Clients3
DateMay 2025
Total AUM$150.9M
Discretionary$9.5M
Non-Disc.$141.4M
Employees5
Clients3
DateMar 2025
Total AUM$150.9M
Discretionary$9.5M
Non-Disc.$141.4M
Employees5
Clients3
DateMar 2024
Total AUM$136.5M
Discretionary$8.8M
Non-Disc.$127.7M
Employees5
Clients6
DateMar 2023
Total AUM$128.6M
Discretionary$7.1M
Non-Disc.$121.5M
Employees5
Clients13
DateNov 2022
Total AUM$153.8M
Discretionary$10.7M
Non-Disc.$143.1M
Employees5
Clients0
DateMar 2022
Total AUM$153.8M
Discretionary$10.7M
Non-Disc.$143.1M
Employees5
Clients0
DateApr 2021
Total AUM$136.8M
Discretionary$8.3M
Non-Disc.$128.4M
Employees5
Clients5
DateMar 2021
Total AUM$136.8M
Discretionary$8.3M
Non-Disc.$128.4M
Employees5
Clients5
DateMar 2021
Total AUM$136.8M
Discretionary$8.3M
Non-Disc.$128.4M
Employees5
Clients5
DateFeb 2021
Total AUM$120.7M
Discretionary$0
Non-Disc.$120.7M
Employees5
Clients1
DateSep 2020
Total AUM$120.7M
Discretionary$0
Non-Disc.$120.7M
Employees5
Clients1
DateJul 2020
Total AUM$120.7M
Discretionary$0
Non-Disc.$120.7M
Employees5
Clients1
DateJun 2020
Total AUM$120.7M
Discretionary$0
Non-Disc.$120.7M
Employees5
Clients1
DateMay 2020
Total AUM$120.7M
Discretionary$0
Non-Disc.$120.7M
Employees5
Clients1
DateMay 2009
Total AUM$23.1M
Discretionary$0
Non-Disc.$23.1M
Employees5
Clients--
DateMar 2007
Total AUM$51.9M
Discretionary$0
Non-Disc.$51.9M
Employees10
Clients--
DateFeb 2007
Total AUM$51.9M
Discretionary$0
Non-Disc.$51.9M
Employees10
Clients--
DateMar 2006
Total AUM$52.1M
Discretionary$0
Non-Disc.$52.1M
Employees10
Clients--