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

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

Catalyst Wealth Management LLC provides ongoing portfolio management and retirement-plan advisory services to individuals, high-net-worth individuals, and employer-sponsored retirement plans. The firm delivers portfolio management through written Investment Policy Statements and also offers 401(k) plan creation and management, with clients entering into separate agreements with the turnkey asset management programs (TAMPs) it uses. Catalyst’s investment work is delivered primarily through third‑party TAMPs and model programs — the brochure specifies use of ORION Portfolio Solutions, American Funds, Aspire Financial, Verity Asset Management, and others — and the firm documents client goals, risk tolerances, and IPSs. Catalyst operates on a non‑discretionary basis for its advisory relationship (the ADV shows $0 discretionary and $105,000,766 non‑discretionary AUM as of December 2025), while certain TAMPs or third‑party managers (e.g., OPS) may hold discretionary authority within their programs. Several features distinguish Catalyst from many team‑sized peers: its advisors are registered representatives of Innovation Partners and licensed insurance agents who accept commissions for securities and insurance sales, the firm participates in endorsement/referral programs such as SmartVestor and OPS’s advisor benefits, and it manages a very large client base relative to staff (9,549 clients and 22 advisors). The combination of a high client‑to‑advisor ratio, reliance on TAMP platforms and third‑party managers, multiple offices, and the absence of a stand‑alone financial planning service suggests a scaled, platform‑driven operating model rather than individualized, discretionary portfolio management by the firm itself.

To learn more about the advisors currently working at Catalyst Wealth Management 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.