Insights

Boutique scale Small team size (2-10 employees) indicates a boutique advisory model with potential for personalized financial planning services, ongoing coaching, and scalable wealth growth solutions.

Wealth development Proprietary Wealth Development System suggests an opportunity to position enhanced advisory packages, coaching programs, and ongoing monitoring services to deepen client relationships and increase recurring revenue.

Regulatory readiness Registered representative with Cetera Wealth Services and dual advisory/insurance setup points to cross-sell potential across securities, insurance, and retirement planning products within compliant frameworks.

Local presence Based in Burbank with a California license and hands-on client focus offers a door for targeted local marketing, partnerships with local CPAs/attorneys, and community-based events to acquire high-intent prospects.

Digital footprint Tech stack includes analytics and digital presence tools (Hotjar, Google Maps, YouTube, Cloudflare) enabling discovery of client journey pain points and the creation of targeted digital marketing and lead-nurturing campaigns.

CTA Wealth Advisors, Inc. Tech Stack

CTA Wealth Advisors, Inc. uses 8 technology products and services including Hotjar, jsDelivr, Open Graph, and more. Explore CTA Wealth Advisors, Inc.'s tech stack below.

Hotjar

Analytics

jsDelivr

Content Delivery Network

Open Graph

Content Management System

jQuery

Javascript Libraries

Google Maps

Maps

Site24x7

Real User Monitoring

Datadog

Real User Monitoring

YouTube

Video Players

CTA Wealth Advisors, Inc. Email Formats	Example	Percentage
First@cameronthornton.com	John@cameronthornton.com	100%
First@ctawealthadvisors.com	John@ctawealthadvisors.com	100%

CTA Wealth Advisors, Inc. Email Formats

Example

Percentage

First@cameronthornton.com

John@cameronthornton.com

100%

First@ctawealthadvisors.com

John@ctawealthadvisors.com

100%

Frequently Asked Questions

What is CTA Wealth Advisors, Inc.'s phone number?

You can contact CTA Wealth Advisors, Inc.'s main corporate office by phone at

+1-818-841-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is CTA Wealth Advisors, Inc.'s official website and social media links?

CTA Wealth Advisors, Inc.'s official website is ctawealthadvisors.com and has social profiles on LinkedIn.

How much revenue does CTA Wealth Advisors, Inc. generate?

As of August 2026, CTA Wealth Advisors, Inc.'s annual revenue is estimated to be $1M - $10M.

What is CTA Wealth Advisors, Inc.'s NAICS code?

CTA Wealth Advisors, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does CTA Wealth Advisors, Inc. have currently?

As of August 2026, CTA Wealth Advisors, Inc. has approximately 3 employees across 1 continents, including North America. Key team members include Owner Chief Executive Officer: S. T.Certified Financial Planner: T. C.. Explore CTA Wealth Advisors, Inc.'s employee directory with LeadIQ.

What industry does CTA Wealth Advisors, Inc. belong to?

CTA Wealth Advisors, Inc. operates in the Financial Services industry.

What technology does CTA Wealth Advisors, Inc. use?

CTA Wealth Advisors, Inc.'s tech stack includes HotjarjsDelivrOpen GraphjQueryGoogle MapsSite24x7DatadogYouTube.

What is CTA Wealth Advisors, Inc.'s email format?

CTA Wealth Advisors, Inc.'s email format typically follows the pattern of First@cameronthornton.com. Find more CTA Wealth Advisors, Inc. email formats with LeadIQ.

When was CTA Wealth Advisors, Inc. founded?

CTA Wealth Advisors, Inc. was founded in 1982.

CTA Wealth Advisors, Inc.

Q: How many employees does CTA Wealth Advisors, Inc. have currently?

CTA Wealth Advisors, Inc. has approximately 3 employees.

Q: What technology does CTA Wealth Advisors, Inc. use?

CTA Wealth Advisors, Inc.'s tech stack includes jQuery, Site24x7, Amazon Web Services, Cloudflare Bot Management, Proofpoint Email Protection.

Q: What is CTA Wealth Advisors, Inc.'s NAICS code?

CTA Wealth Advisors, Inc.'s NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States2-10 Employees

CTA Wealth Advisors, Inc. is a California-based financial services firm that provides comprehensive financial planning and advisory services. The team emphasizes a values-based planning process designed to understand clients’ needs, goals, and life circumstances, with the aim of developing and monitoring strategies to address debt management, college savings, and retirement planning. Serving individuals seeking guidance across personal finance challenges, the firm uses its proprietary Wealth Development System to help clients acquire, manage, and preserve wealth through an all-inclusive coaching approach that covers various life phases.

Based in Burbank, the company operates in the financial services industry and collaborates with registered representatives and advisory professionals, including affiliations with Cetera Wealth Services, LLC and Cetera Investment Advisers LLC. The firm positions itself as solving client problems and providing answers to support the achievement of long-term lifetime goals, underscoring its focus on individualized, long-term financial planning.

Insights

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