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CATALYST WEALTH MANAGEMENT LLC

HOUSTON, TX · CRD 329586 · IAPD ↗ · catalystfg.com · 832-657-7735

$105.0MRegulatory AUM
25Advisory reps
31Employees
0Clients
n/aPlanning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

71
April 2026 — CATALYST WEALTH MANAGEMENT LLC grew from 16 to 22 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
March 2026 — CATALYST WEALTH MANAGEMENT LLC notice-filed in AK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2026 — CATALYST WEALTH MANAGEMENT LLC reported RAUM up 120% ($47.7M -> $105.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
June 2025 — CATALYST WEALTH MANAGEMENT LLC added office(s): 13 -> 14 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
June 2025 — CATALYST WEALTH MANAGEMENT LLC notice-filed in DE, IA, IN, ME, MN, MS, MT, ND, NH, NJ, OK, RI, SD, VI, VT, WV, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
May 2025 — CATALYST WEALTH MANAGEMENT LLC notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
March 2025 — CATALYST WEALTH MANAGEMENT LLC added office(s): 12 -> 13 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
March 2025 — CATALYST WEALTH MANAGEMENT LLC notice-filed in AL, CO, DC, KY, MA, NE, NM, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
March 2025 — CATALYST WEALTH MANAGEMENT LLC reported RAUM up 132% ($20.6M -> $47.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
February 2025 — CATALYST WEALTH MANAGEMENT LLC shrank from 18 to 14 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
January 2025 — CATALYST WEALTH MANAGEMENT LLC notice-filed in CT, ID, MD, NC, SC, UT, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
December 2024 — CATALYST WEALTH MANAGEMENT LLC added office(s): 16 -> 18 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
August 2024 — CATALYST WEALTH MANAGEMENT LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
August 2024 — CATALYST WEALTH MANAGEMENT LLC added office(s): 0 -> 16 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
August 2024 — CATALYST WEALTH MANAGEMENT LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
42
July 2024 — CATALYST WEALTH MANAGEMENT LLC notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
May 2024 — CATALYST WEALTH MANAGEMENT LLC (HOUSTON, TX) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 15 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.