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CATALYST WEALTH MANAGEMENT LLC
CRD 329586 · SEC 801-129834
1880 S DAIRY ASHFORD ROAD, STE 300, HOUSTON, TX, 77077, United States
Phone
832-657-7735
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$105.0M
Discretionary AUM
$0
Team
25 total employees; 25 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-11
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9544 | $97.4M |
| High net worth individuals | 5 | $7.6M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD