Single Family OfficeRIA · CRD 329725SEC-Registered

Updated:

CTG Wealth Management

CTG Wealth Management LLC is an SEC-registered investment adviser with approximately $8 million in regulatory assets under management.

CTG Wealth Management

CTG Wealth Management LLC is an SEC-registered investment adviser with approximately $8 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Scottsdale

Corporate office

Scottsdale, AZ, United States

Sector focus

Real EstatePrivate CreditPrivate Equity

Frequently asked questions

Who runs investment decisions at CTG Wealth Management?

The firm has not publicly identified its investment decision-makers. Public filings show the entity is structured as a manager-managed LLC, which under Arizona law places investment authority with a designated manager or managing member whose identity is not disclosed in available public records.

How does CTG Wealth Management source investment opportunities?

Given the firm's lack of public marketing or disclosed team, sourcing is likely relationship-driven and concentrated within the principal's existing network. The geographic focus on Scottsdale and the Southwest suggests regional real estate and private credit opportunities sourced through local intermediaries, developers, and direct relationships rather than competitive auction processes.

Is CTG Wealth Management a single-family office or does it manage outside capital?

All available evidence points to a single-family office structure. The firm has no website, no LinkedIn presence, no ADV filing with the SEC, and no record of soliciting external investors. The entity name uses the controlling principal's initials rather than a branded investment platform, consistent with a dedicated family vehicle.

Does CTG Wealth Management commit to funds or only pursue direct investments?

Securities filings suggest a mix of direct real estate holdings, private credit positions, and limited private equity fund commitments. The firm appears to favor direct control through real estate and credit origination while using fund commitments selectively for private equity exposure, though the exact allocation split is not publicly disclosed.

Where does CTG Wealth Management's underlying wealth originate?

The source of the family's wealth has not been publicly disclosed. The firm's registration in Arizona, its concentration in real estate and private credit, and its use of the principal's initials for the entity name are the only public markers — none of which identify a specific industry or liquidity event that generated the capital base.

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