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CTA Wealth Advisors
CTA Wealth Advisors is an SEC-registered investment adviser in Burbank, CA, registered since 2020. The firm manages $175 million in assets, with $10 million...
Overview
CTA Wealth Advisors is an SEC-registered investment adviser in Burbank, CA, registered since 2020. The firm manages $175 million in assets, with $10 million on a discretionary basis. It has 4 employees and 2 investment advisers.
General information
Firm type
Multi Family Office
Year founded
2020
Location
Region
North America
Country
United States
City
Burbank
Corporate office
Burbank, CA, United States
Principals
Dean Catino
Co-Founder and CEO
Ramon Catino
Co-Founder
Sector focus
Frequently asked questions
Who founded CTA Wealth Advisors and what is their background?
Dean Catino co-founded CTA Wealth Advisors alongside Ramon Catino. The principals come from a family with deep ties to the music industry, which shaped the firm's initial client base and its understanding of managing wealth generated from creative and entertainment enterprises. That background continues to influence how the firm sources opportunities and advises families on intergenerational wealth transfer.
How does CTA Wealth Advisors source investment opportunities?
CTA relies on a relationship-driven sourcing model built over decades within the entertainment, media, and professional-services communities. Rather than competing in broad auction processes, the firm originates deal flow through proprietary networks, which can provide access to transactions that are not broadly marketed. This approach mirrors the way many entertainment-industry deals are structured — on trust and reputation rather than open-market bidding.
Where is CTA Wealth Advisors geographically focused?
The firm concentrates its investments in North America, with a particular emphasis on California and the broader Western United States. This regional focus reflects both the location of its client families and the firm's conviction that local market knowledge yields better underwriting outcomes in real estate and private credit.
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