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CATALYST WEALTH MANAGEMENT LLC

CRD 329586 · SEC 801-129834

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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

TypeClientsAUM
Individuals9544$97.4M
High net worth individuals5$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