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 portfolio management and retirement-plan services to individuals, high‑net‑worth clients, and employer retirement plans, reporting roughly $105 million in assets under management for about 9,549 clients. The firm delivers services primarily through turnkey asset management programs and 401(k)/403(b) plan setup and administration, and the brochure indicates all reported client assets are managed on a non‑discretionary basis. The firm requires clients to participate in specified TAMPs and custodial platforms (including Orion Portfolio Solutions, American Funds, Aspire, Verity, among others), documents client objectives in an Investment Policy Statement, and uses fundamental and technical analysis alongside a long‑term trading approach. Where third‑party managers such as OPS have discretionary authority, Catalyst’s role is advisory—recommending programs, assisting with model selection, monitoring suitability, and maintaining the client relationship. Catalyst’s brochure discloses that its adviser representatives are registered representatives and licensed insurance agents of Innovation Partners and may receive commissions for the sale of securities and insurance products, a potential conflict the firm addresses in its disclosures. The firm is also notable for its unusually high client load per advisor (roughly 430 clients per advisor) and operation across multiple offices, and the brochure focuses on portfolio and retirement services rather than describing a standalone financial planning offering.
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.
You can also browse Catalyst Wealth Management LLC's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
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