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CATALYZE WEALTH MANAGEMENT
CATALYZE, LLC
CRD 300078
550 CONGRESSIONAL BLVD., SUITE 350, CARMEL, IN, 46032, United States
Phone
(317) 537-7526
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$43.4M
Discretionary AUM
$43.4M
Team
3 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $5.9M |
| High net worth individuals | 18 | $36.9M |
| Pension/profit sharing plans | 5 | $612K |
All web addresses on file
Official SEC filing: View on IAPD