A complete list of active advisors currently associated with Catalyst Private Wealth, LLC

Warmer can help you find a great advisor at Catalyst Private Wealth, LLC or one who fits your needs even better.

Catalyst Private Wealth is an SEC‑registered investment adviser that manages roughly $370 million in client assets for about 520 clients, providing discretionary and non‑discretionary investment management, financial planning and consulting, ERISA plan advisory, and selection of third‑party money managers to individuals, high‑net‑worth clients, trusts, and institutions. The firm offers both ongoing portfolio management and one‑time or ongoing financial consultation engagements described in its disclosure documents. The firm tailors portfolios to client profiles and combines diversification with both passive and active approaches, using fundamental, technical and charting analysis, relative‑strength models versus the S&P 500, tactical asset allocation, and a trend‑following discipline (including a 200‑day rule). Catalyst may also employ options, alternative investments, cash allocation and, for some high‑net‑worth clients, margin strategies, and monitors accounts continuously when acting in a discretionary capacity while also accepting non‑discretionary mandates. Catalyst’s brochure discloses several less common arrangements: several supervised persons are registered representatives of Emerson Equity Inc., enabling the offer of commission‑based brokerage and potential fee offsets for certain ERISA accounts, a relationship the firm notes could create conflicts and for which it describes mitigation procedures. The firm also uses the Pontera platform to manage held‑away accounts without taking custody, maintains a business relationship with tru Independence (including platform services and a volume‑based platform fee), and discloses potential carried‑interest receipts related to Carmenta Capital — all material relationships detailed in the ADV.

To learn more about the advisors currently working at Catalyst Private Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.