CTA WEALTH ADVISORS, INC.

Overview

CTA Wealth Advisors, Inc. is an independent registered investment adviser that operates as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, portfolio management for individuals, small businesses and institutions, and the selection of third‑party advisers. Its fee structure includes a percentage of assets under management as well as hourly and fixed fees, which supports a mix of ongoing advisory relationships and project‑based engagements. Investment activity centers on publicly traded pooled vehicles, with a strong tilt toward mutual funds and other public funds. The firm also deploys third‑party alternative fund managers across hedge funds, real estate, commodities and oil & gas, and uses products such as annuities and corporate debt to fill income and liability‑matching needs. CTA Wealth Advisors typically operates in a non‑discretionary capacity for most client assets, indicating an advisory model that emphasizes recommendations and client authorization rather than broad discretionary authority.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices