A complete list of active advisors currently associated with Catalyst Wealth Advisors LLC
Warmer can help you find a great advisor at Catalyst Wealth Advisors LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Catalyst Wealth Advisors 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 |
|---|---|---|
Newport Beach, CA
| 9
|
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