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CATALYST WEALTH ADVISORS LLC

NEWPORT BEACH, CA · CRD 297503 · IAPD ↗ · catalystwealthllc.com · (949) 357-2390

$167.2MRegulatory AUM
1Advisory reps
2Employees
0Clients
26-50Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
July 2024 — CATALYST WEALTH ADVISORS LLC (NEWPORT BEACH, CA) is newly SEC-registered with $132.4M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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