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, SEC-registered registered investment adviser organized as an LLC and founded in 2019. The firm is owner-operated and serves both individual & family clients and institutional accounts. Its advisory services center on financial planning and portfolio management for individuals and small businesses, and it charges fees as a percentage of assets under management. Catalyst also maintains a registered representative relationship with a broker-dealer. The firm does not describe itself as an active ESG investor, is not a multi-state adviser, and is not positioned as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 53Active vs passive
$169M in ETFs
69%
$117M
5%
$52.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $28.7M | 38,317 | 16.93% |
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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