Catalyst Private Wealth, LLC
Catalyst Private Wealth, LLC is an SEC-registered mass-market adviser in San Mateo, CA with $370.4M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Catalyst Private Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 305565, SEC 801-117383, data through 2026-06-17.
- AUM (assets under management / regulatory AUM)
- $370.4M (2026-06-17)
- Firm type
- Mass-Market Adviser
- Location
- San Mateo, CA
- Employees
- 5
- Clients
- 524
- CRD
- 305565
- Ownership
- CONNAUGHTON, BRENDAN, DIARMUID; DODD, JOHN, BRENTON; FAUBION, MATTHEW, JAMES; SIZEMORE, STACY, LEIGH; SANDS, MITCHELL, LAWRENCE
How much AUM does Catalyst Private Wealth, LLC have?
Catalyst Private Wealth, LLC reported $370.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-17).
Who owns Catalyst Private Wealth, LLC?
Disclosed owners and executives of Catalyst Private Wealth, LLC include CONNAUGHTON, BRENDAN, DIARMUID, DODD, JOHN, BRENTON, FAUBION, MATTHEW, JAMES, SIZEMORE, STACY, LEIGH, SANDS, MITCHELL, LAWRENCE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.