Cta Wealth Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Burbank, CA. Its latest Form ADV filing, dated March 9, 2026, reports $175M in regulatory assets under management, 4 employees, 1 office, and 184 accounts.
Assets Under Management
$175M
Employees
4
Offices
1 office
Total Clients
104
Primary office
BURBANK, CA
290 EAST VERDUGO AVENUE, SUITE 205, BURBANK, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.7% of total clients.
Top client categories% of clientsClients
1
Individuals
58.7%
61
2
HNWI
40.4%
42
3
Pension Plans
1.0%
1
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$175Mas of March 9, 2026
Discretionary5.7%
$10M
6% of total RAUM5.7%
Non-discretionary94.3%
$165M
94% of total RAUM94.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$175M
Total Accounts184
10Y AUM Change+$55M (+45.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee26:1
10Y Employee Change-1 (-20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.