CATALYST PRIVATE WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$370,426,802
Discretionary
$359,578,902
Non-discretionary
$10,847,900
Firm details
- CRD number
- 305565
- SEC file number
- 801-117383
- Main office
- SAN MATEO, CA, United States
- Employees
- 5
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.