Catalyze Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$42,825,925
Clients
31
Advisors
2
of 3 employees
About
Catalyze serves individual and high‑net‑worth clients with discretionary portfolio management, comprehensive financial planning, and employee benefit plan consulting. The firm also provides tax preparation, bookkeeping and payroll services and oversees roughly $43 million in client assets for a compact client roster.
Its investment approach emphasizes diversified allocations using low‑cost index mutual funds and ETFs to manage correlation, risk and return, supplemented by fundamental, technical, cyclical and charting analysis and the use of selected independent managers. Financial planning is integrated and client‑specific, producing written plans that address cash flow, retirement, estate, tax and business planning, with clients able to impose reasonable investment restrictions.
Catalyze is notable for combining investment advice with in‑house accounting services and an affiliated law practice operated by a firm principal, enabling closer coordination of legal and tax matters than is typical for firms of its size. The firm also offers periodic educational seminars and workshops and provides operational services such as payroll, a combination that is uncommon among comparable registered investment advisers.
Client services
Expertise
Occupation focus
Fee options
Financial Planning fixed fees range from $4,800 to $15,000 annually, billed quarterly
Minimum fee: Employee Benefit Plan Services minimum annual fee of $4,800, subject to negotiation Fee-only: Financial Planning fixed fees range from $4,800 to $15,000 annually, billed quarterly
Main office
550 Congressional Blvd., Suite 350
Carmel IN 46032
Advisors at this office
2
Most active in
Indiana · Texas
Also doing business as
Catalyze · Catalyze Dental Advisors · Catalyze Wealth Management · Catalyze, 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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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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.
Forms ADV
Quick links
Advisors at this firm
Ryan V
Verified by Warmer
CFP®, Series 66
Carmel, IN
Catalyze Wealth Management
Drawing on nearly two decades of experience serving clients, Ryan helps you coordinate and prioritize your life and wealth goals to help you confidently catalyze financial freedom. Ryan helps you understand the big picture of how the various and competing components of your plan fit together while providing you with the clarity and detail you need to optimize your cash flow, reduce your taxes, avoid unnecessary risk and fully leverage your wealth to achieve your life goals and passions. Ryan is a CERTIFIED FINANCIAL PLANNER (TM) and graduate of Taylor University with a degree in Economics and Mathematics. He holds a master’s degree in Personal Financial Planning and has also studied International Economics at Oxford University in England. Ryan, his wife, Kathryn, and their three kids live in Carmel, Indiana, where they are active members in their local community. When away from the office, Ryan enjoys coaching sports, serving in the children’s ministry at his family’s church, playing basketball, hiking and biking with his family, and hopes to one day convince his wife to do an RV vacation out West. Catalyze Wealth Management provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm integrates investment advisory services with legal- and accounting-adjacent offerings, including in-house tax and bookkeeping services and educational seminars, while primarily utilizing low-cost index funds and ETFs with a systematic risk management approach.
Tyler W
Series 65
Carmel, IN
Catalyze Wealth Management
Tyler Winkleman is a financial advisor at Catalyze Wealth Management in Carmel, IN, holding a Series 65 credential with seven years of industry experience. He also owns and operates The Law Office of Tyler J. Winkleman, providing legal services to small businesses and families. Additionally, he serves as Assistant Counsel at DFAS. Catalyze, LLC offers discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm integrates investment advisory services with legal and accounting-related offerings, including in-house tax preparation, bookkeeping, and payroll, while emphasizing systematic risk management and a multi-faceted investment approach.
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