CTMA HOLDINGS, LLC
Legal name: CTMA WEALTH MANAGEMENT
CRD #157855 SEC #801-110644 EAST HAVEN, CT 203-468-7228
SEC Registered
Total AUM
$25M
Discretionary
$25M
Employees
1
Clients
1
Accounts
30
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2021 | $25M | $25M | $0 | 1 | 0 |
| Sep 2020 | $181.7M | $181.1M | $583.9K | 6 | 0 |
| May 2020 | $181.7M | $181.1M | $583.9K | 6 | 0 |
| Mar 2020 | $181.7M | $181.1M | $583.9K | 6 | 0 |
| Sep 2019 | $133.6M | $133.6M | $0 | 6 | 10 |
| Jun 2019 | $133.6M | $133.6M | $0 | 6 | 10 |
| Mar 2019 | $133.6M | $133.6M | $0 | 6 | 10 |
| Mar 2019 | $133.6M | $133.6M | $0 | 6 | 10 |
| Jul 2018 | $137.4M | $137.4M | $0 | 4 | 0 |
| Mar 2018 | $137.4M | $137.4M | $0 | 4 | 0 |
| Nov 2017 | $111.1M | $111.1M | $0 | 4 | 0 |
| Jul 2017 | $111.1M | $111.1M | $0 | 4 | 212 |
| Jun 2017 | $111.1M | $111.1M | $0 | 4 | 212 |
| Jun 2017 | $111.1M | $111.1M | $0 | 4 | 212 |
| May 2017 | $111.1M | $111.1M | $0 | 4 | 212 |
| Jun 2011 | $0 | $0 | $0 | 5 | -- |
| Jun 2011 | $0 | $0 | $0 | 5 | -- |
| Jun 2011 | $0 | $0 | $0 | 5 | -- |
| Jun 2011 | $0 | $0 | $0 | 5 | -- |
DateFeb 2021
Total AUM$25M
Discretionary$25M
Non-Disc.$0
Employees1
Clients0
DateSep 2020
Total AUM$181.7M
Discretionary$181.1M
Non-Disc.$583.9K
Employees6
Clients0
DateMay 2020
Total AUM$181.7M
Discretionary$181.1M
Non-Disc.$583.9K
Employees6
Clients0
DateMar 2020
Total AUM$181.7M
Discretionary$181.1M
Non-Disc.$583.9K
Employees6
Clients0
DateSep 2019
Total AUM$133.6M
Discretionary$133.6M
Non-Disc.$0
Employees6
Clients10
DateJun 2019
Total AUM$133.6M
Discretionary$133.6M
Non-Disc.$0
Employees6
Clients10
DateMar 2019
Total AUM$133.6M
Discretionary$133.6M
Non-Disc.$0
Employees6
Clients10
DateMar 2019
Total AUM$133.6M
Discretionary$133.6M
Non-Disc.$0
Employees6
Clients10
DateJul 2018
Total AUM$137.4M
Discretionary$137.4M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$137.4M
Discretionary$137.4M
Non-Disc.$0
Employees4
Clients0
DateNov 2017
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees4
Clients0
DateJul 2017
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees4
Clients212
DateJun 2017
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees4
Clients212
DateJun 2017
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees4
Clients212
DateMay 2017
Total AUM$111.1M
Discretionary$111.1M
Non-Disc.$0
Employees4
Clients212
DateJun 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--