Overview
Assets Under Management: $193 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 42
Average Client Assets: $2.1 million
Frequently Asked Questions
CATALYST WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #291138), CATALYST WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
CATALYST WEALTH MANAGEMENT is headquartered in ATLANTA, GA.
CATALYST WEALTH MANAGEMENT serves 42 high-net-worth clients according to their SEC filing dated March 31, 2023. View client details ↓
According to their SEC Form ADV, CATALYST WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
CATALYST WEALTH MANAGEMENT manages $193 million in client assets according to their SEC filing dated March 31, 2023.
According to their SEC Form ADV, CATALYST WEALTH MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 42
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.09%
Average Client Assets: $2.1 million
Total Client Accounts: 763
Discretionary Accounts: 749
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 291138
Filing ID: 1718311
Last Filing Date: 2023-03-31 09:02:00