Catalyst Private Wealth, LLC
Firm details
- Headquarters
- San Mateo, California
- CRD number
- 305565
- Registered since
- September 20, 2019
- Website
- catalystprivatewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.34%
- Individuals3.58%
- Charitable Organizations0.09%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Catalyst Private Wealth, LLC is an independent registered investment adviser that provides portfolio management and financial planning primarily to individuals, families and small businesses, while also serving institutional clients. The firm is SEC-registered (registration year 2019) and operates as a percentage-of-assets advisor. Its business activities include acting as a registered representative of a broker-dealer in addition to its advisory practice. Investment activity emphasizes equity exposure through exchange-traded vehicles, complemented by allocations to privately placed and illiquid strategies for clients who qualify.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- Public Funds/Mutual Funds28%
- Other8%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$179M in ETFs
69%
$124M
4%
$54.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $29.7M | 38,719 | 16.57% |
Location
San Mateo, CA
San Mateo
Location
San Mateo, CA
Headquartered in San Mateo, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Mateo
- Address
- 3 E 3rd Ave
- Time zone
- PT (UTC-8)
- Office locations
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