Catalyst Wealth Advisors LLC
Catalyst Wealth Advisors LLC is an SEC-registered wealth manager in Newport Beach, CA with $167.2M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Catalyst Wealth Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 297503, SEC 801-130544, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $167.2M (2026-03-02)
- Firm type
- Wealth Manager
- Location
- Newport Beach, CA
- Employees
- 2
- Clients
- 31
- CRD
- 297503
- Ownership
- McKee, Ryan, Everest
How much AUM does Catalyst Wealth Advisors LLC have?
Catalyst Wealth Advisors LLC reported $167.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns Catalyst Wealth Advisors LLC?
Disclosed owners and executives of Catalyst Wealth Advisors LLC include McKee, Ryan, Everest. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.