Catalyst Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Catalyst Wealth Advisors LLC provides discretionary investment management and complementary financial planning to individuals, high-net-worth individuals, and business entities through its integrated Catalyst 360° wealth-planning service. The firm reported $167,196,185 in discretionary assets under management for 31 clients and operates with a single registered advisor.
The adviser combines Fundamental Analysis and Modern Portfolio Theory to construct diversified, risk-based portfolios that may include no-load mutual funds, ETFs, individual equities, fixed income, interval funds, options, and private placements. Catalyst’s financial planning work is personalized to clients’ income, tax situation, liquidity needs, risk tolerance, and goals, while implementation of non-investment planning recommendations remains at the client’s discretion.
What distinguishes Catalyst from many peers is the concentrated relationship profile — one registered advisor managing roughly $167.2 million across just 31 clients — which yields larger average account sizes and bespoke portfolio construction. The firm’s use of less-common vehicles for retail advisory practices (interval funds, private placements, and options strategies), its authority to engage third‑party advisers, and its practice of deducting AUM fees from client accounts (resulting in custody under applicable rules) are other notable features called out in its brochure.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
Main office
23 Corporate Plaza, Suite 240
Newport Beach CA 92660
Advisors at this office
1
Most active in
California · New York · Texas
Also doing business as
Catalyst Wealth Advisors LLC · New Compass Advisors, LLC
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.
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