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| Catalyst Wealth Management LLC
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|---|---|
| CRD # | 329586 |
| SEC # | 801-129834 |
| CIK # | 0001936191, 0001831193 |
| AUM | 105.0 M (2026-06-11) |
| Employees | 24 (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 ($M) |
|---|
| Sector | Form 13F Holdings | Value ($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) | 9,544 | 97.4 |
| (b) Individuals (high net worth individuals) | 5 | 7.6 |
| (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 | 0.0 |
| (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 | 9,549 | 105.0 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 9,549 | 105.0 |
| Total | 9,549 | 105.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 104.1 | |
| Total | 9,549 | 105.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001831193] | |
| 13F-HR | [0001936191] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Northwind Financial LLC
✚
|
OR | 105.4 M |
|
Innovative Financial LLC
✚
|
CO | 105.3 M |
|
Morgan-Aly Wealth Management LLC
✚
|
WI | 105.3 M |
|
MD Wealth Advisors Inc
✚
|
NJ | 105.2 M |
|
Petrie Capital Management LLC
✚
|
WA | 105.2 M |
|
Legacy Chief Financial Office LLC
✚
|
TX | 105.1 M |
|
Wealth Engagement LLC
✚
|
GA | 105.0 M |
|
Piedmont Private Wealth LLC
✚
|
105.0 M | |
|
Plum Pointe Wealth Management LLC
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|
RI | 104.7 M |
|
SC Thomas & Associates CPA LLC
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|
OH | 104.6 M |