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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Catalyst Wealth Advisors LLC
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|---|---|
| CRD # | 297503 |
| SEC # | 801-130544 |
| CIK # | |
| AUM | $149.1 M (2025-03-18) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 949-357-2390 |
| Address | 23 Corporate Plaza Newport Beach, CA 92660 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 7.0 |
| (b) Individuals (high net worth individuals) | 15 | 133.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 7.6 |
| (n) Other | 0 | 0.0 |
| Total | 87 | 149.1 |
| By Discretionary | ||
| Discretionary | 86 | 148.9 |
| Non-Discretionary | 1 | 0.2 |
| Total | 87 | 149.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 149.1 | |
| Total | 87 | 149.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
RPM Advisors LLC
✚
|
ND | 0.1 |
|
Storgate LLC
✚
|
0.1 | |
|
Palacios Wealth Management LLC
✚
|
FL | 0.1 |
|
RLB Financial LLC
✚
|
MO | 0.1 |
|
Seven Hills Financial LLC
✚
|
FL | 0.1 |
|
Fithian LLC
✚
|
NY | 0.1 |
|
Neuenschwander Asset Management LLC
✚
|
WI | 0.1 |
|
Servo Wealth Management LLC
✚
|
OK | 0.1 |
|
Atmos Advisory LLC
✚
|
PA | 0.1 |
|
Wolfstich Capital LLC
✚
|
MA | 0.1 |