Catalyst Wealth Advisors LLC

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Catalyst Wealth Advisors LLC
CRD #297503
SEC #801-130544
CIK #
AUM 167.2 M (2026-03-02)
Employees 2 (50% Investors, 0% Brokers)
Fees
Minimum
Phone949-357-2390
Address23 Corporate Plaza
Newport Beach, CA 92660
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
170136102683402010201520212027
Fees and Compensation — Form ADV Part 2A (3/2/2026) [Brochure]
Item 5: Fees and Compensation
  A.​ Adviser is compensated for its advisory services primarily by fees charged based on a client’s
      assets under management with Adviser. Fees are negotiable, and each client’s specific fee
      schedule is included as part of the investment advisory agreement signed by Adviser and the
      client.​
      ​
      Adviser’s standard fee schedule is included below, subject to negotiation with a client:​

           Client Assets Under Management                                Annual Fee Percentage
                                                                            (paid quarterly)
                  First $0 - $1,000,000                                          1.00%
              Next $1,000,001 - $5,000,000                                       0.75%
                   Above $5,000,000                                              0.50%

  B.​ The fee schedule above is a ‘tiered’ or ‘blended’ fee schedule, which means that different annual
      fee percentages will apply to different ranges of client assets under Adviser’s management. Fees
      are deducted in arrears on a quarterly basis from clients’ assets and based upon the average
      daily balance of such assets managed by Adviser during the prior calendar quarter, inclusive of
      cash balances.

  C.​ In addition to the fees charged by Adviser, clients will incur brokerage and other transaction costs.
      Please refer to Item 12: Brokerage Practices, for further information on such brokerage and other
      transaction-related practices. Clients will also typically incur additional fees and expenses
      imposed by independent and unaffiliated third-parties, which can include qualified custodian fees,
      mutual fund or exchange traded fund fees and expenses, mark-ups and mark-downs, spreads
      paid to market makers, wire transfer fees, check-writing fees, early-redemption charges, certain
      deferred sales charges on previously-purchased mutual funds, margin fees, charges or interest,
      IRA and qualified retirement plan fees, and other fees and taxes on brokerage accounts and
      securities transactions. These additional charges are separate and apart from the fees charged
      by Adviser.

  D.​ If Adviser or client terminates the advisory agreement before the end of a quarterly billing period,
      the pro rata fees earned through the effective date of the termination will be billed to the client.

  E.​ Neither Adviser nor any of its supervised persons accepts compensation for the sale of securities
      or other investment products.

                                      Date of Brochure: March 02, 2026
Account Minimums and Types of Clients — Form ADV Part 2A (3/2/2026) [Brochure]
Item 7: Types of Clients
Adviser generally provides its services to individuals and high-net-worth individuals, and business entities.
Adviser does not require a minimum account value to open or maintain an account. Please note that the
Third-Party Advisers retained by Adviser may separately impose minimum account value requirements.

                                        Date of Brochure: March 02, 2026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 13 7.9
(b) Individuals (high net worth individuals) 18 148.7
(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 0 1.8
(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 8.8
(n) Other 0 0.0
Total 91 167.2
By Discretionary
Discretionary 91 167.2
Non-Discretionary 0 0.0
Total 91 167.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 167.2
Total 91 167.2
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail
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