Catalyst Private Wealth LLC

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Assets, Funds, Holdings

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Catalyst Private Wealth LLC
CRD #305565
SEC #801-117383
CIK #0001831193, 0001936191
AUM $306.7 MM (2024-06-26)
Employees 6 (83% Investors, 33% Brokers)
Phone415-887-1430
Address235 Montgomery Street
San Francisco, CA 94104
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
3502802101407002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
TEAM 48,821.5 42.4
DASH 23,691.8 8.8
AFRM 5,883.3 4.9
PLTR 19,053.8 4.2
IOT 5,810.0 4.0
META 434,852.0 4.0
AAPL 2,382,844.0 2.7
MSFT 1,918,222.4 1.8
AMZN 1,092,997.8 1.5
NVDA 399,550.0 1.4
View All
Holdings by Sector ($MM)
2502001501005002018202020222025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 147 15.3
(b) Individuals (high net worth individuals) 337 285.5
(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 1 2.4
(h) Charitable organizations 1 0.1
(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 3 3.5
(n) Other 0 0.0
Total 489 306.7
By Discretionary
Discretionary 489 306.7
Non-Discretionary 0 0.0
Total 489 306.7
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 306.7
Total 489 306.7
EDGAR Form CIK 2011 - 2024
13F-HR [0001831193]
13F-HR [0001936191]
Comparable Firms State AUM ($BB)
Sentinel Wealth Management Inc
VA 0.3
Buttonwood Financial Advisors Inc
MD 0.3
American Trust Investment Advisors LLC
NH 0.3
Dougherty & Associates Financial Advisors Inc
MN 0.3
Weybosset Research & Management LLC
RI 0.3
Triton Wealth Management PLLC
AZ 0.3
Lauer Capital Management Ltd
SD 0.3
Cascade Investment Advisors Inc
OR 0.3
Novak & Powell Financial Services Inc
FL 0.3
The Planning Project LLC
TX 0.3
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tony@aum13f.com