CATALYST PRIVATE WEALTH, LLC

Overview

Catalyst Private Wealth, LLC is an independent registered investment adviser formed in 2019 that serves individuals, families and select institutional clients. The firm bills on a percentage-of-AUM basis and combines financial planning with discretionary portfolio management for individuals and small businesses. It operates as a registered representative of a broker‑dealer while maintaining an RIA structure, and favors equity‑centric solutions—primarily exchange‑traded products and individual equities—for core client exposures. Investment activity centers on using low‑cost ETFs for broad market exposure and liquid equity positions for active tilts or concentration bets. The firm supplements those core holdings with mutual funds and, for qualified clients, allocations to third‑party alternative managers in venture capital, private placements and real estate. Catalyst is not an active ESG investor and does not present itself as a multi‑state adviser or pension consultant; ownership is individual rather than institutional.

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Public Holdings

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Location & Offices