Catalyst Wealth Management LLC

RIASEC Registered

Total AUM

$105M

Discretionary

$0

0% of AUM

Avg account

$11K

Accounts

9,549

Employees

32

Advisory reps

25

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

FINTRX

Overview

Catalyst Wealth Management LLC is an SEC-registered investment adviser (registered in 2024) organized as an LLC that serves individual and family clients. The firm charges fees based on a percentage of assets under management and focuses on portfolio management for individuals and small businesses. It also operates in broker-dealer and insurance channels — the firm acts as a registered representative of a broker-dealer and as an insurance broker. Catalyst does not flag ESG as an active investment focus.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds98%
Exchange Traded Equities1%
Cash & Cash Equivalents1%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 78

Active vs passive

$70.4M in ETFs

Passive

79%

$55.3M

Active

21%

$15.1M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND (FVD)	First Trust	Passive	Mid Cap Value	$2.6M	63,850	3.64%

Unlock additional holdings →

Primary office

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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