Catalyst Wealth Management LLC
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 329586
- Registered since
- April 4, 2024
- Custodians
- MATRIX SECURITIES, INC., FIDELITY DISTRIBUTORS COMPANY LLC, SECURITY BENEFIT LIFE INSURANCE COMPANY
- Fee structure
- Percentage of AUM
- Client types
- Individuals92.78%
- HNWI7.22%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Catalyst Wealth Management LLC is an LLC that acts as an advisory and brokerage/insurance intermediary for individual and family clients. The firm is SEC-registered (registration dated 2024) and charges fees based on a percentage of assets under management. Its advisory work focuses on portfolio management for individuals and small businesses, and the firm also operates as a registered representative of a broker-dealer and as an insurance broker. Catalyst does not position itself as an active ESG investor and is not identified as a multi-state adviser or pension consultant in the provided material.
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
- Public Funds/Mutual Funds98%
- Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Contacts
3 of 23Daniel Weatherton
Investment Advisor RepresentativeCRD 7767748
Brendan Riley
Registered RepresentativeCRD 7679745
Brandon Blankenship
Registered RepresentativeCRD 7709725
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 78Active vs passive
$70.4M in ETFs
79%
$55.3M
21%
$15.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND (FVD) | First Trust | Passive | Large Value | $2.6M | 63,850 | 3.64% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 1880 S Dairy Ashford Rd
- Time zone
- CT (UTC-6)
- Office locations
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