# CTA Wealth Advisors

CTA Wealth Advisors is a Multi Family Office based in Burbank, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Burbank, United States
- **Region:** North America
- **Address:** Burbank, CA, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** https://www.ctawealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/cta-wealth-advisors

## Regulatory record

- **CRD number:** 113007
- **SEC file number:** 801-118848
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/113007

## About

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.

## Sectors

- Real Estate
- Private Credit
- Enterprise Software
- Media & Entertainment

## People

- Dean Catino — Co-Founder and CEO
- Ramon Catino — Co-Founder

## 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.

## Related profiles

- [CTA Retiree Healthcare Trust](https://altss.com/profile/cta-retiree-healthcare-trust)
- [CTBC Financial Holding](https://altss.com/profile/ctbc-financial-holding)

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Last updated: 2026-08-10T19:36:47.593Z

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