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CATALYST WEALTH MANAGEMENT LLC

dba CATALYST WEALTH MANAGEMENT LLC · CRD 329586 · Registered Investment Adviser

CATALYST WEALTH MANAGEMENT LLC is a Registered Investment Adviser headquartered in HOUSTON, TX. The firm reports $105,000,766 in regulatory assets under management across 9,549 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$0
Non-discretionary$105,000,766
Total RAUM$105,000,766
Accounts9,549

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 329586. adviserinfo.sec.gov/firm/summary/329586.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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