Thomas
Tolleson

Catalyst Wealth Management

CRD#1452953
Investment Advisor
in Atlanta, GA
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About this Advisor

Thomas Tolleson is a certified financial planner who works in Atlanta, Georgia, who has been in the industry for 14 years. Tolleson is an employee of Catalyst Wealth Management. Their career trajectory has included roles at Sanders Morris Harris Inc, Smh Capital Advisors Inc, The Strategic Financial Alliance, Inc, Catalyst Wealth Management, LLC, Kalos Capital, Inc and Kalos Management, LLC. Tolleson has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Georgia and Texas. Catalyst Wealth Management is a registered investment business based out of Atlanta, Georgia. The company has offices in four locations and a total of 12 employees. It oversees $179 million in assets among its 1,053 customer accounts, placing it among the mid-sized firms in the nation by assets under management. The firm provides financial advisory services to five charitable organizations. Of its 1,053 accounts, just 6% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Catalyst Wealth Management offers a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial management largely vary depending on which services the firm provides the client. Fee types charged by Catalyst Wealth Management likely consist of any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

3525 Piedmont Road, Ne Building 6, Suite 420
Atlanta, GA 30305

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Catalyst Wealth Management Brokerage Details

Total Assets Under Management

$140,298,613

GA Average: $3,570,121,308
Total Number of Employees

13

GA Average: 58
Total Number of Accounts

663

GA Average: 1,608
Average Account Size

$211,612

GA Average: $2,220,225

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Educational seminars/workshops

Thomas Tolleson Work History

Thomas has 14 years of experience.

2018 - Present (1 year)

Catalyst Wealth Management, LLC

2018 - Present (1 year)

Kalos Capital, Inc

2018 - Present (1 year)

Catalyst Wealth Management, LLC

2018 - 2018 (< 1 year)

Kalos Management, LLC

2012 - 2018 (6 years)

The Strategic Financial Alliance, Inc

2004 - 2012 (8 years)

Sanders Morris Harris Inc

2004 - 2012 (8 years)

Smh Capital Advisors Inc

Disclosures

Thomas Tolleson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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