Catalyst Wealth Management LLC
Firm details
- Headquarters
- Houston, Texas
- CRD number
- 329586
- Registered since
- April 4, 2024
- Custodians
- MATRIX SECURITIES, INC., FIDELITY DISTRIBUTORS COMPANY LLC, SECURITY BENEFIT LIFE INSURANCE COMPANY
- Fee structure
- Percentage of AUM
- Client types
- Individuals92.78%
- HNWI7.22%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Catalyst Wealth Management LLC is a fee-based advisory firm registered with the SEC in 2024 that advises individuals and families and provides portfolio management for individuals and small businesses. The firm combines advisory work with brokerage and insurance distribution—its business activities include acting as a registered representative of a broker-dealer and operating as an insurance broker. Fee arrangements are expressed as a percentage of assets under management. Catalyst is not flagged as an active ESG investor and does not serve as a capital allocator.
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
- Public Funds/Mutual Funds98%
- Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Contacts
3 of 25Daniel Weatherton
Investment Advisor RepresentativeCRD 7767748
Brendan Riley
Registered RepresentativeCRD 7679745
Brandon Blankenship
Registered RepresentativeCRD 7709725
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 78Active vs passive
$70.4M in ETFs
79%
$55.3M
21%
$15.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST VALUE LINE DIVIDEND INDEX FUND (FVD) | First Trust | Passive | Large Value | $2.6M | 63,850 | 3.64% |
Location
Houston, TX
Harris
Location
Houston, TX
Headquartered in Houston, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- Harris
- Address
- 1880 S Dairy Ashford Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
Maxout Savings Advisors LLC
RIAHouston, TX
CAZ Gp Stakes Adviser LLC
RIAHouston, TX
Finamex Asset Management, LLC
RIAHouston, TX
Heights Investment Partners, LLC
RIAHouston, TX
Third Gear Capital Management LP
RIAHouston, TX
Burke Wealth Management, LLC
RIAHouston, TX