Catalonia Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
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.
Client services
Expertise
Fee options
Annual investment advisory fee of no more than 1.5%, negotiable, billed quarterly in arrears
Main office
Overland Park KS
Advisors at this office
1
Most active in
Kansas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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