Catalyst Private Wealth, LLC
Firm details
- Headquarters
- San Mateo, California
- CRD number
- 305565
- Registered since
- September 20, 2019
- Website
- catalystprivatewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI96.34%
- Individuals3.58%
- Charitable Organizations0.09%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Catalyst Private Wealth, LLC is an independent registered investment adviser formed as an LLC and SEC-registered in 2019. The firm serves individual and family clients as well as institutional accounts, providing fee-based portfolio management and financial planning. Its advisory model is primarily asset-based (percentage of AUM). Catalyst also operates with broker-dealer registration for at least some staff, indicating they maintain the ability to operate in both advisory and broker channels. The firm reports a preference for equity-oriented strategies and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities62%
- Public Funds/Mutual Funds28%
- Other8%
- Cash & Cash Equivalents2%
Contacts
3 of 6
Mitchell Sands
Founding PartnerCRD 6387248
Brendan Connaughton
Founder & Managing PartnerCRD 1602941
Ashley Buchanan
Director of ComplianceCRD 6643855
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$155M in ETFs
69%
$106M
5%
$48.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $28.2M | 43,158 | 18.15% |
Location
San Mateo, CA
San Mateo
Location
San Mateo, CA
Headquartered in San Mateo, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Mateo
- Address
- 3 E 3rd Ave
- Time zone
- PT (UTC-8)
- Office locations
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