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CATALYST PRIVATE WEALTH, LLC
CRD 305565 · SEC 801-117383
3 EAST THIRD AVE., OFFICE 323, SAN MATEO, CA, 94401, United States
Phone
415-887-1430
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$370.4M
Discretionary AUM
$359.6M
Team
5 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 111 | $13.2M |
| High net worth individuals | 410 | $356.9M |
| Charitable organizations | 2 | $318K |
| Corporations/business entities | 1 | $0 |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD