CATALYST WEALTH ADVISORS LLC

Overview

Catalyst Wealth Advisors LLC is an independent, individual-owned RIA that acts as a capital allocator for high-net-worth individuals and families. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers. Catalyst charges fees as a percentage of assets under management and is SEC-registered as of 2024. The firm is not an active ESG investor and does not operate as a multi-state adviser, but it does take an allocator role—sourcing third-party managers and funds to build client portfolios rather than relying solely on in-house proprietary products. Investment activity centers on pooled public funds and third-party managers, with a meaningful allocation to externally managed alternatives. Portfolio construction emphasizes diversified exposure via mutual funds and corporate debt for fixed income, supplemented by hedge funds, private placements, and real estate strategies where appropriate. The firm’s practice is oriented toward customized solutions for a small client base, using outside managers and fund vehicles to implement both core and satellite allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices