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GC WEALTH MANAGEMENT RIA, LLC

CAMBRIDGE, MA · CRD 327269 · IAPD ↗ · generalcatalyst.com · 617-234-7000

$5.83BRegulatory AUM
34Advisory reps
44Employees
0Clients
251-500Planning clients
0Private funds
27States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — GC WEALTH MANAGEMENT RIA, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2026 — GC WEALTH MANAGEMENT RIA, LLC notice-filed in IL, MT, NV, RI, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2026 — GC WEALTH MANAGEMENT RIA, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
April 2026 — GC WEALTH MANAGEMENT RIA, LLC reported RAUM up 171% ($2.15B -> $5.83B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2026 — GC WEALTH MANAGEMENT RIA, LLC grew from 17 to 34 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
January 2026 — GC WEALTH MANAGEMENT RIA, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
January 2026 — GC WEALTH MANAGEMENT RIA, LLC now reports custody of client assets ($1.93B).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
55
December 2025 — GC WEALTH MANAGEMENT RIA, LLC notice-filed in CO, CT, DE, ID, NJ, OH, OR, PA, SC, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
June 2025 — GC WEALTH MANAGEMENT RIA, LLC notice-filed in DC, MD, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
30
December 2024 — GC WEALTH MANAGEMENT RIA, LLC changed its website from catalyticwealth.com to generalcatalyst.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
60
December 2024 — CATALYTIC WEALTH MANAGEMENT is now doing business as GC WEALTH MANAGEMENT RIA, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
49
June 2024 — CATALYTIC WEALTH MANAGEMENT notice-filed in NY, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2024 — CATALYTIC WEALTH MANAGEMENT notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
April 2024 — CATALYTIC WEALTH MANAGEMENT reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
74
April 2024 — CATALYTIC WEALTH MANAGEMENT reported RAUM up 71% ($1.00B -> $1.71B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
75
April 2024 — CATALYTIC WEALTH MANAGEMENT grew from 10 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
February 2024 — CATALYTIC WEALTH MANAGEMENT notice-filed in WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
February 2024 — CATALYTIC WEALTH MANAGEMENT added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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