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 advisory firm that serves individuals (including high-net-worth clients), trusts, retirement plan participants, and institutions, delivering discretionary and non-discretionary investment management, financial planning and consulting, ERISA plan advisory, and third‑party manager selection. The firm also provides one‑time and ongoing financial consultations and can manage held-away accounts through a third‑party Pontera platform. Catalyst uses both active and passive approaches and applies multiple methods of analysis—fundamental, technical, charting and relative strength—to build diversified portfolios tailored to client goals and risk tolerances. Strategies described in the brochure include tactical asset allocation, trend-following (200‑day discipline), options and alternative investments, and the firm monitors and rebalances accounts regularly under written advisory agreements, accepting discretionary authority when agreed. What distinguishes Catalyst from many peers is that several of its supervised persons are registered representatives of Emerson Equity Inc. and may offer commission‑based brokerage in addition to fee‑based advisory services; the firm discloses the related conflicts (including receipt of commissions and 12b‑1 fees and the possibility of fee offsets for some accounts) and its policies to address them. Catalyst also discloses platform relationships with tru Independence for custody/reporting and a potential carried‑interest arrangement with Carmenta Capital, each noted as potential sources of conflicts that the firm says it manages through disclosure and internal procedures.
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.
Name |
Location |
Years of experience |
|---|---|---|
San Mateo, CA
| 19
| |
San Mateo, CA
| 14
| |
San Mateo, CA
| 9
| |
San Mateo, CA
| 12
| |
San Mateo, CA
| 10
|
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