Catalyst Private Wealth, LLC
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Overview
Catalyst Private Wealth, LLC is a financial advisor firm headquartered in San Francisco, California. Catalyst Private Wealth, LLC manages $194.7 million in assets under management throughout 465 accounts, placing it in the mid-tier of investment advisory firms in the nation by assets under management (AUM). The firm has a small team, including 5 financial advisors. Catalyst Private Wealth, LLC is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are exchangable fiscal assets such as stocks, options and bonds.
Catalyst Private Wealth, LLC oversees all of its client assets in a discretionary manner. Discretionary management is a structure in which an investment advisor makes buy and sell judgments for the client's account without needing to seek the client's permission. The company oversees about $418,796 in assets for each account. The typical advisor at Catalyst Private Wealth, LLC manages around 93 client accounts.
The company's central office is located at 235 Montgomery Street, San Francisco, California 94104. The firm is legally allowed to serve investors in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Catalyst Private Wealth, LLC by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$194.7 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
6
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
465
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$418.8 thousand
Products and Services
Financial services that Catalyst Private Wealth, LLC offers include financial planning services and portfolio management for individuals and small businesses. In the last fiscal year, the company provided 101-250 of its customers with financial planning services. Catalyst Private Wealth, LLC does sell products or offer services apart from investment advisory services to its customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial management fees typically are based on which services are provided. However, fees charged by Catalyst Private Wealth, LLC typically consist of the following fee structure: asset-based. The company does not participate in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Catalyst Private Wealth, LLC works with retail investors, high net worth investors, charitable organizations and corporations. Out of its 465 accounts, Catalyst Private Wealth, LLC's largest client group by number of accounts is high net worth investors, though it also caters to 292 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 62.8%
- Other Individuals - 36.34%
- Corporations - 0.65%
- Charitable Organizations - 0.22%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Catalyst Private Wealth, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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