Ctma Wealth Management

Ctma Wealth Management (CRD# 157855) is a financial advisory firm headquartered in East Haven, CT. They manage $79,000,000 in 88 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    79
    MILLION
  • Total Number of Accounts
    88
    ACCOUNTS
  • Average Account Value
    $897,727
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, TX

Financial Advisors at Ctma Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Christopher Abely
CRD#: 2081459
100 South Shore Drive, Suite 100, East Haven, CT 06512
96
Wealthminder
score

Christopher Abely (CRD# 2081459) is an Investment Advisor Representative working at Ctma Wealth Management in East Haven, CT and has over 26 years of experience in the finance industry.

2
Melinda R. Torgerson
CRD#: 5411274
100 South Shore Drive, Suite 100, East Haven, CT 06512
89
Wealthminder
score

Melinda Torgerson (CRD# 5411274) is an Investment Advisor Representative working at Ctma Wealth Management in East Haven, CT and has over 3 years of experience in the finance industry.

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