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CATALYST WEALTH ADVISORS LLC

CRD 297503 · SEC 801-130544

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23 CORPORATE PLAZA, SUITE 240, NEWPORT BEACH, CA, 92660, United States

Phone

(949) 357-2390

Fax

N/A

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$167.2M

Discretionary AUM

$167.2M

Team

2 total employees; 1 advisory reps

Clients

26-50

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-02

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals13$7.9M
High net worth individuals18$148.7M

States served

CA, NY, TX

All web addresses on file

Official SEC filing: View on IAPD