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CTA WEALTH ADVISORS, INC.

BURBANK, CA · CRD 113007 · IAPD ↗ · 818-841-1746

$175.2MRegulatory AUM
2Advisory reps
4Employees
1Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
December 2025 — CTA WEALTH ADVISORS, INC. notice-filed in AZ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — CTA WEALTH ADVISORS, INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.