Catalyst Wealth Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$167,196,185
Total clients
31
58% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
31
Average account size
$5,393,425
About
Catalyst Wealth Advisors LLC provides discretionary investment management and complementary financial planning to individuals, high-net-worth individuals, and business entities through its integrated Catalyst 360° wealth-planning service. The firm reported $167,196,185 in discretionary assets under management for 31 clients and operates with a single registered advisor.
The adviser combines Fundamental Analysis and Modern Portfolio Theory to construct diversified, risk-based portfolios that may include no-load mutual funds, ETFs, individual equities, fixed income, interval funds, options, and private placements. Catalyst’s financial planning work is personalized to clients’ income, tax situation, liquidity needs, risk tolerance, and goals, while implementation of non-investment planning recommendations remains at the client’s discretion.
What distinguishes Catalyst from many peers is the concentrated relationship profile — one registered advisor managing roughly $167.2 million across just 31 clients — which yields larger average account sizes and bespoke portfolio construction. The firm’s use of less-common vehicles for retail advisory practices (interval funds, private placements, and options strategies), its authority to engage third‑party advisers, and its practice of deducting AUM fees from client accounts (resulting in custody under applicable rules) are other notable features called out in its brochure.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Charitable giving & philanthropy
Cash flow / budgeting
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually
Main office location
Catalyst Wealth Advisors LLC
23 Corporate Plaza, Suite 240
Newport Beach CA 92660, United States
Number of offices
1
Most active in
Catalyst Wealth Advisors LLC has reported serving >5 clients in these states in the last 12 months.
California · New York · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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