CATALYZE WEALTH MANAGEMENT

RIASEC Registered

Total AUM

$43.4M

Discretionary

$43.4M

100% of AUM

Avg account

$1.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: CARMEL, Indiana
CRD number: 300078
Website: catalyzewm.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI84.96%
Individuals13.63%
Pension & Profit Sharing Plans1.41%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Catalyze Wealth Management is an independent, owner-operated RIA organized as an LLC that serves both individual/family clients and institutional accounts. The firm acts as a capital allocator and offers fee arrangements based on a percentage of assets under management or fixed fees. Advising services span financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and the selection of external advisers. The firm identifies as an accountant in its business activities and lists affiliations with accounting and law-firm professionals. It does not characterize itself as an active ESG investor and is not registered as a multi-state adviser.