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CATALYST FINANCIAL NW CORPORATION

GRESHAM, OR · CRD 168534 · IAPD ↗ · catalyst-nw.com · 503-661-9010

$233.4MRegulatory AUM
2Advisory reps
4Employees
0Clients
26-50Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2026 — CATALYST FINANCIAL NW CORPORATION reported RAUM up 26% ($184.8M -> $233.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
November 2024 — CATALYST FINANCIAL NW CORPORATION notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.