|
⚲
|
| Keyboard |
| Catalyst Financial NW Corporation
✚
|
|
|---|---|
| CRD # | 168534 |
| SEC # | 801-113923 |
| CIK # | |
| AUM | 233.4 M (2026-02-04) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 503-661-9010 |
| Address | 1733 E Powell Blvd Gresham, OR 97030 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 894 | 83.5 |
| (b) Individuals (high net worth individuals) | 160 | 122.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 27.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,068 | 233.4 |
| By Discretionary | ||
| Discretionary | 1,054 | 205.8 |
| Non-Discretionary | 14 | 27.7 |
| Total | 1,068 | 233.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 233.4 | |
| Total | 1,068 | 233.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bonfire Financial LLC
✚
|
CO | 234.0 M |
|
Daviman Financial LLC
✚
|
233.9 M | |
|
Fountain Square Asset Management LLC
✚
|
OH | 233.7 M |
|
The Aranda Group Advisors LLC
✚
|
PA | 233.7 M |
|
Geneva Financial Group LLC
✚
|
NJ | 233.7 M |
|
MPI Wealth Management LLC
✚
|
IL | 233.6 M |
|
Brentview Investment Management LLC
✚
|
IL | 233.4 M |
|
Aspirean Wealth LLC
✚
|
CA | 233.2 M |
|
Ironwood Wealth Management Inc
✚
|
WV | 233.1 M |
|
Sundvold Capital Management LLC
✚
|
MO | 232.9 M |