| 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 |
Cta Wealth Advisors, Inc. reports $150.9 million in regulatory assets under management on its Form ADV.
Cta Wealth Advisors, Inc. reports 5 employees.
Cta Wealth Advisors, Inc. is based in Burbank, CA and has been SEC-registered since 2020.
Cta Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $9.5M |
| Non-discretionary | $141.4M |
| Total (RAUM) | $150.9M |