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| Catalyst Private Wealth LLC
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|---|---|
| CRD # | 305565 |
| SEC # | 801-117383 |
| CIK # | 0001936191, 0001831193 |
| AUM | 370.4 M (2026-06-17) |
| Employees | 5 (100% Investors, 40% Brokers) |
| Fees | |
| Minimum | |
| Phone | 415-887-1430 |
| Address | 3 East Third Ave San Mateo, CA 94401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Atlassian Corp PLC | 7.2 | ||
| Affirm Holdings Inc | 5.7 | ||
| Doordash Inc | 5.2 | ||
| Facebook Inc | 4.5 | ||
| Samsara Inc | 3.3 | ||
| Apple Inc | 3.3 | ||
| Palantir Technologies Inc | 2.4 | ||
| Microsoft Corp | 2.1 | ||
| Amazon Com Inc | 2.0 | ||
| Nvidia Corp | 2.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 111 | 13.2 |
| (b) Individuals (high net worth individuals) | 410 | 356.9 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.3 |
| (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 | 1 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 524 | 370.4 |
| By Discretionary | ||
| Discretionary | 498 | 359.6 |
| Non-Discretionary | 26 | 10.8 |
| Total | 524 | 370.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 370.4 | |
| Total | 524 | 370.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001831193] | |
| 13F-HR | [0001936191] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Walker Financial Services Inc
✚
|
KY | 373.7 M |
|
Margna Peak Advisors AG
✚
|
372.5 M | |
|
Orion Capital Management LLC
✚
|
CA | 370.9 M |
|
Helm Investment Management LLC
✚
|
CO | 370.8 M |
|
S & P Financial Inc
✚
|
OR | 370.6 M |
|
Charbeth Advisory LLC
✚
|
370.0 M | |
|
Glassy Mountain Advisors Inc
✚
|
MD | 369.8 M |
|
Ruggaard & Associates LLC
✚
|
OH | 368.6 M |
|
AFT Forsyth & Sober LLC
✚
|
FL | 368.5 M |
|
Lee Johnson Capital Management LLC
✚
|
TX | 368.2 M |