Catalonia Wealth Management LLC

Catalonia Wealth Management is positioned as an investment manager serving pooled vehicles and institutional or similar clients, offering discretionary asset management and related investment advisory services. The firm was formed in 2021, is solely owned by Troy Burgett, and the ADV filing indicates it had no client assets under management at the time of the initial disclosure.

Investment strategies are developed using fundamental and technical analysis, with portfolio construction focused on asset allocation, security selection, ongoing monitoring and the use of options where appropriate; the firm operates with discretionary trading authority. Catalonia WM also describes providing tax strategy and financial-planning support as a value-added service at no additional charge, and reports quarterly account reviews and periodic performance reporting.

What is distinctive for this small, single-advisor firm is the principal’s significant outside business activity: Burgett spends approximately 90% of his time as a financial analyst for Realko Asset Management (a real estate management company) and may offer services from that affiliation for separate compensation, a potential conflict disclosed in the brochure. The firm also recommends Interactive Brokers as its broker, acknowledges receipt of possible soft-dollar benefits, and does not vote client proxies — features that may set it apart from many peers of similar size.