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).
Total Assets Under Management79MILLION
Total Number of Accounts88ACCOUNTS
Average Account Value$897,727
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
Christopher Abely (CRD# 2081459) is an Investment Advisor Representative working at Ctma Wealth Management in East Haven, CT and has over 27 years of experience in the finance industry.
Melinda Torgerson (CRD# 5411274) is an Investment Advisor Representative working at Ctma Wealth Management in East Haven, CT and has over 4 years of experience in the finance industry.