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Catalyze Wealth Management

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Client assets under management

$42,825,925

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Clients

31

58% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

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Clients per advisor

16

Very Low

Average account size

$1,381,481

About

Catalyze serves individual and high‑net‑worth clients with discretionary portfolio management, comprehensive financial planning, and employee benefit plan consulting. The firm also provides tax preparation, bookkeeping and payroll services and oversees roughly $43 million in client assets for a compact client roster.

Its investment approach emphasizes diversified allocations using low‑cost index mutual funds and ETFs to manage correlation, risk and return, supplemented by fundamental, technical, cyclical and charting analysis and the use of selected independent managers. Financial planning is integrated and client‑specific, producing written plans that address cash flow, retirement, estate, tax and business planning, with clients able to impose reasonable investment restrictions.

Catalyze is notable for combining investment advice with in‑house accounting services and an affiliated law practice operated by a firm principal, enabling closer coordination of legal and tax matters than is typical for firms of its size. The firm also offers periodic educational seminars and workshops and provides operational services such as payroll, a combination that is uncommon among comparable registered investment advisers.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Financial Planning fixed fees range from $4,800 to $15,000 annually, billed quarterly

Other

Minimum fee: Employee Benefit Plan Services minimum annual fee of $4,800, subject to negotiation Fee-only: Financial Planning fixed fees range from $4,800 to $15,000 annually, billed quarterly

Main office location

Catalyze Wealth Management

550 Congressional Blvd., Suite 350

Carmel IN 46032, United States

Number of offices

1

Most active in

More info

Indiana · Texas

Disclosures

More info

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

Business activities & affiliations

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Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website (317) 537-7526

Advisors at this firm

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Tyler W

Series 65

Carmel, IN

Catalyze Wealth Management

Tyler Winkleman is a financial advisor at Catalyze Wealth Management in Carmel, IN, holding a Series 65 credential with seven years of industry experience. He also owns and operates The Law Office of Tyler J. Winkleman, providing legal services to small businesses and families. Additionally, he serves as Assistant Counsel at DFAS. Catalyze, LLC offers discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm integrates investment advisory services with legal and accounting-related offerings, including in-house tax preparation, bookkeeping, and payroll, while emphasizing systematic risk management and a multi-faceted investment approach.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Executive
user avatar

Ryan V

CFP®, Series 66

Carmel, IN

Catalyze Wealth Management

Ryan Veldhuizen is a CFP® with 18 years of industry experience, currently serving as the sole advisor at Catalyze Wealth Management since 2019. Prior to founding Catalyze, he worked at Capstone Wealth Advisors, Inc. for five years. Catalyze Wealth Management provides discretionary portfolio management and comprehensive financial planning to individuals, high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and businesses. The firm integrates investment advisory services with legal- and accounting-adjacent offerings, including in-house tax and bookkeeping services and educational seminars, while primarily utilizing low-cost index funds and ETFs with a systematic risk management approach.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Business ownership considerations Founder/Business Owner Executive
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