Investment adviser · CRD 157855
CTMA WEALTH MANAGEMENT
Investment adviser filing (IA)
CTMA HOLDINGS, LLC
EAST HAVEN, CT, United States · Form ADV filed Feb 24, 2021
- Regulatory AUM
- $25M Form ADV · Item 5.F
- Client accounts
- 30 Accounts, not individual clients
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 2 | $23,529,040 | 94.2% |
| Retirement plans | 2 | $1,359,472 | 5.4% |
| Individuals | 10 | $96,390 | 0.4% |
| Banks & thrifts | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 1494870 · Feb 24, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 24, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
100 SOUTH SHORE DRIVE, SUITE 100EAST HAVEN, CT, 06512, United States
CRD 157855
Filing source
Form ADV 1494870 · Feb 24, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.