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| Catalyst Wealth Management LLC
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|---|---|
| CRD # | 329586 |
| SEC # | 801-129834 |
| CIK # | 0001831193, 0001936191 |
| AUM | $20.6 MM (2024-07-22) |
| Employees | 17 (100% Investors, 100% Brokers) |
| Phone | 832-657-7735 |
| Address | 1880 S Dairy Ashford Road Houston, TX 77077 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| 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 ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,045 | 17.3 |
| (b) Individuals (high net worth individuals) | 2 | 3.3 |
| (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 | 0.0 |
| (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 | 3,047 | 20.6 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 3,047 | 20.6 |
| Total | 3,047 | 20.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 20.6 | |
| Total | 3,047 | 20.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001831193] | |
| 13F-HR | [0001936191] |
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|---|---|---|
|
RM Investment Strategies LLC
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MI | 0.0 |
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Precession Capital Management LLC
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NY | 0.0 |
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TN | 0.0 |
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NY | 0.0 |
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0.0 | |
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Excelsior Wealth Management LLC
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0.0 |