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CATALYST PRIVATE WEALTH, LLC

SAN MATEO, CA · CRD 305565 · IAPD ↗ · catalystprivatewealth.com · 415-887-1430

$370.4MRegulatory AUM
5Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — CATALYST PRIVATE WEALTH, LLC now reports custody of client assets ($147.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
48
October 2024 — CATALYST PRIVATE WEALTH, LLC moved its main office from SAN FRANCISCO, CA to SAN MATEO, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
53
October 2024 — CATALYST PRIVATE WEALTH, LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
69
April 2024 — CATALYST PRIVATE WEALTH, LLC reported RAUM up 58% ($194.7M -> $306.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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