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Catalyst Wealth Management LLC

Updated today

Client assets under management

$105,000,766

Clients

9,549

0% high-net worth

Advisors

20

of 22 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

477

Very High

Average account size

$10,996

About

Catalyst Wealth Management LLC serves individual and high‑net‑worth clients, including retirement plan (403(b)) accounts, through ongoing portfolio management rather than standalone financial planning. The firm reports 9,549 clients served by 21 advisors and offers services via turnkey asset management programs (TAMPs) with client agreements tied to custodians such as ORION (Fidelity/Matrix), Aspire (Matrix/Advisor Trust), American Funds (Capital Bank & Trust), Verity (Fidelity), Invesco Trust Company, Fiduciary Trust International of the South, and Security Benefit.

The firm’s investment process is non‑discretionary: it documents client goals and risk tolerance in an Investment Policy Statement and requires client approval prior to each transaction, while employing long‑term trading and both fundamental and technical analysis. Portfolio implementation is largely outsourced to TAMP platforms (CWML states it plans to use TAMPs exclusively), and trading and rebalancing practices vary by custodian and platform.

Catalyst is atypical among multi‑team advisers in several respects: all reported AUM ($105,000,766 as of December 2025) is non‑discretionary, its advisors are registered representatives of Innovation Partners and licensed insurance agents who accept commission compensation, and the firm participates in referral/marketing arrangements such as Dave Ramsey’s SmartVestor and certain custodian soft‑dollar/elite advisor programs. The combination of a very high client‑to‑advisor ratio (roughly 450 clients per advisor), reliance on TAMPs and custodial platforms, and commissionable insurance/sales activity differentiates its operational model from many peers.

Client services

Portfolio management

Expertise

Retirement plans for business owners (SEP, solo 401k) Wealth management

Fee options

Percentage

Up to 2.04% annually

Commissions

Investment adviser representatives receive commissions for the sale of investment and insurance products, but commissions are not the primary source of compensation for advisory services.

Main office location

Catalyst Wealth Management LLC

1880 S Dairy Ashford Road, Ste 300

Houston TX 77077, United States

Number of offices

14

Most active in

Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

John B

Series 66

Houston, TX

Catalyst Wealth Management LLC

John Blackburn is a financial advisor with Catalyst Wealth Management LLC in Houston, TX. He holds a Series 66 designation and has been in the industry since 2024. Prior to joining Catalyst Wealth Management, he worked at Innovation Partners LLC and has experience in other business activities including being a licensed insurance agent. Catalyst Wealth Management provides portfolio management and advisory services primarily to individual and high-net-worth clients, including retirement plan participants. The firm emphasizes a non-discretionary approach with investment recommendations focused on mutual funds, ETFs, fixed income, and REITs, utilizing both fundamental and technical analysis.

Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Zachery R

Series 66

Houston, TX

Catalyst Wealth Management LLC

Zachery Roth is a financial advisor at Catalyst Wealth Management LLC with three years of industry experience. He holds a Series 66 designation and has previously worked at GWN Securities Inc. and Ficare FCU. Roth is also a licensed insurance agent and registered representative, offering insurance products and advice as part of his professional activities. Catalyst Wealth Management LLC provides ongoing portfolio management and advisory services primarily to individual and high-net-worth clients, including retirement plan participants. The firm employs a long-term trading orientation with fundamental and technical analysis, managing accounts on a non-discretionary basis through various Turnkey Asset Management Programs.

Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Brendan R

Series 66

Houston, TX

Catalyst Wealth Management LLC

Brendan Riley is a financial advisor with Catalyst Wealth Management LLC in Houston, TX, holding a Series 66 designation and three years of industry experience. His prior roles include positions at GWN Securities and Mosaic, among others. Outside of advisory work, he is a licensed insurance agent and registered representative, occasionally offering commissionable insurance products. Catalyst Wealth Management LLC provides ongoing portfolio management and advisory services primarily to individual and high-net-worth clients, managing accounts on a non-discretionary basis with a focus on mutual funds, ETFs, fixed income, and similar securities. The firm utilizes both fundamental and technical analysis with a long-term trading orientation and delivers management through various Turnkey Asset Management Programs.

Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Ericka J

Series 63, Series 65

Houston, TX

Catalyst Wealth Management LLC

Ericka Jones is a financial advisor at Catalyst Wealth Management LLC in Houston, TX, with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Innovation Partners LLC, GWN Securities, Inc., and Equitable Advisors, LLC. Outside of advisory work, he is a licensed insurance agent and registered representative. Catalyst Wealth Management LLC provides portfolio management and advisory services to individual and high-net-worth clients, focusing on mutual funds, ETFs, fixed income, and similar securities. The firm manages accounts on a non-discretionary basis and employs a long-term trading approach using various Turnkey Asset Management Programs.

Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Ethan C

Series 66

Houston, TX

Catalyst Wealth Management LLC

Ethan Cobb is a financial advisor at Catalyst Wealth Management LLC in Houston, TX, holding a Series 66 designation with one year of experience. His prior roles span various industries, including positions at ValetLiving, Mike Maroone Automotive, and University of Colorado - Boulder. Catalyst Wealth Management LLC provides portfolio management and advisory services primarily to individual and high-net-worth clients, focusing on mutual funds, ETFs, fixed income, and REITs. The firm manages accounts on a non-discretionary basis and employs both fundamental and technical analysis with a long-term trading approach.

Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Brandon B

Series 66

Houston, TX

Catalyst Wealth Management LLC

Brandon Blankenship is a financial advisor at Catalyst Wealth Management LLC with two years of industry experience. He holds a Series 66 designation and has prior experience at Innovation Partners LLC and GWN Securities, Inc. Before entering the financial industry, he worked in education for over a decade. Brandon is also a licensed insurance agent and registered representative, offering clients insurance products and commission-based services. Catalyst Wealth Management LLC provides portfolio management and advisory services to individual and high-net-worth clients, including retirement plan participants. The firm manages accounts on a non-discretionary basis using fundamental and technical analysis with a long-term trading orientation and primarily recommends mutual funds, ETFs, fixed income, and REITs through Turnkey Asset Management Programs.

Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Rayce N

Series 66

Houston, TX

Catalyst Wealth Management LLC

Rayce Nunley is a financial advisor with Catalyst Wealth Management LLC in Conroe, TX, holding a Series 66 license and five years of industry experience. His prior roles include positions at Innovation Partners LLC and GWN Securities. Outside of his advisory work, Nunley owns Whack Apparel, a social media-based t-shirt brand. Catalyst Wealth Management LLC provides portfolio management and advisory services primarily to individual and high-net-worth clients, focusing on mutual funds, ETFs, fixed income, and similar securities. The firm manages client accounts on a non-discretionary basis and uses both fundamental and technical analysis with a long-term trading approach.

Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Riley F

Series 63, Series 65

Houston, TX

Catalyst Wealth Management LLC

Riley Feldman is a financial advisor at Catalyst Wealth Management LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at GWN Securities, Inc. and Equitable Advisors, LLC. Riley is also a licensed insurance agent and registered representative, offering clients access to insurance products alongside advisory services. Catalyst Wealth Management LLC provides portfolio management and advisory services primarily to individual and high-net-worth clients, focusing on mutual funds, ETFs, fixed income, and similar securities. The firm manages accounts on a non-discretionary basis and employs fundamental and technical analysis with a long-term trading approach.

Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Jonathan O

Series 66

Houston, TX

Catalyst Wealth Management LLC

Jonathan Onslow is a financial advisor at Catalyst Wealth Management LLC in Houston, TX, holding a Series 66 designation. He has worked at Catalyst Wealth Management since 2026 and has experience with several organizations, including Westchester Hills Golf Club and Syracuse University. Catalyst Wealth Management LLC provides ongoing portfolio management and advisory services to individual and high-net-worth clients, focusing on mutual funds, ETFs, fixed income, and REITs. The firm manages accounts on a non-discretionary basis and employs fundamental and technical analysis with a long-term trading approach.

Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Daniel W

Series 66

Houston, TX

Catalyst Wealth Management LLC

Daniel Weatherton is a financial advisor at Catalyst Wealth Management LLC with two years of industry experience. He holds a Series 66 designation and has worked at Innovation Partners LLC and GWN Securities, Inc. among other firms. Outside of his advisory role, he is a licensed insurance agent and registered representative, offering commissionable insurance products in addition to advisory services. Catalyst Wealth Management LLC provides ongoing portfolio management and advisory services to individual and high-net-worth clients, using a long-term trading approach across mutual funds, ETFs, fixed income, and similar securities. The firm manages accounts on a non-discretionary basis and employs Turnkey Asset Management Programs to implement client strategies.

Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Austin R

Series 66

Houston, TX

Catalyst Wealth Management LLC

Austin Rodriguez is a financial advisor at Catalyst Wealth Management LLC with one year of industry experience. He holds a Series 66 designation and has worked at several firms including Innovation Partners LLC and Range Realty Advisors. Outside of his advisory role, he is a licensed insurance agent and a registered representative. Catalyst Wealth Management LLC provides ongoing portfolio management and advisory services to individual and high-net-worth clients, including retirement plan participants. The firm manages accounts on a non-discretionary basis, uses fundamental and technical analysis with a long-term trading orientation, and primarily recommends mutual funds, ETFs, fixed income, and REITs.

Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Coleman D

Series 63, Series 66

Houston, TX

Catalyst Wealth Management LLC

Coleman Davis is a financial advisor at Catalyst Wealth Management LLC with four years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including GWN Securities Inc and Equitable Advisors, LLC. Davis is also a licensed insurance agent and registered representative, offering commissionable products alongside his advisory services. Catalyst Wealth Management LLC provides ongoing portfolio management and advisory services primarily to individual and high-net-worth clients, including retirement plan participants. The firm employs a long-term trading approach using fundamental and technical analysis and manages accounts on a non-discretionary basis through various Turnkey Asset Management Programs.

Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Justin J

Series 66

Houston, TX

Catalyst Wealth Management LLC

Justin Joyce is a financial advisor with Catalyst Wealth Management LLC in Houston, TX, holding a Series 66 designation and two years of industry experience. His prior work includes roles at GWN Securities Inc. and Innovation Partners LLC. Outside of finance, he has experience in the hospitality industry, including positions at Barkeep's Eatery and Taps and Outback Steakhouse. Catalyst Wealth Management LLC provides portfolio management and advisory services to individual and high-net-worth clients, focusing on mutual funds, ETFs, fixed income, and similar securities. The firm manages accounts non-discretionarily, uses both fundamental and technical analysis with a long-term trading approach, and operates through specified turnkey asset management programs.

Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Eric O

Series 66

Houston, TX

Catalyst Wealth Management LLC

Eric Ortiz is a financial advisor at Catalyst Wealth Management LLC in Houston, TX, holding a Series 66 designation with approximately one year of experience. His prior work includes roles in education at several institutions, including Texas Tech University and Blinn College. Catalyst Wealth Management LLC provides ongoing portfolio management and advisory services primarily to individual and high-net-worth clients, including retirement plan participants. The firm manages accounts on a non-discretionary basis, focusing on mutual funds, ETFs, fixed income, and similar securities, and employs both fundamental and technical analysis with a long-term trading orientation.

Retirement plans for business owners (SEP, solo 401k) Wealth management
user avatar

Garrett R

Series 66

Houston, TX

Catalyst Wealth Management LLC

Garrett Ronning is a financial advisor with Catalyst Wealth Management LLC in Santa Fe, Texas, holding a Series 66 designation and four years of industry experience. His prior work includes roles at GWN Securities Inc., Equitable Advisors, and Innovation Partners LLC. Outside of advisory services, he is a licensed insurance agent and registered representative. Catalyst Wealth Management LLC provides ongoing portfolio management and advisory services to individual and high-net-worth clients, focusing on mutual funds, ETFs, fixed income, and similar securities. The firm manages accounts on a non-discretionary basis and employs fundamental and technical analysis with a long-term trading orientation.

Retirement plans for business owners (SEP, solo 401k) Wealth management
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