Be advised. This firm is no longer registered.

Ctma Wealth Management

Ctma Wealth Management (CRD# 157855) is a financial advisory firm headquartered in East Haven, CT. They manage $24,984,902 in 30 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    25
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $832,830
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, IL, MA, MD, ME, NH, NY, PA, RI, TX

Financial Advisors at Ctma Wealth Management
No Advisor Found.
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