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Catalyst Private Wealth, LLC

● SEC registered since 2019CRD 305565SEC# 801-117383San Mateo, CA
Export (members)
Reg. AUM
$330.6M
Employees
5
Accounts
487
Location
San Mateo, CA

Catalyst Private Wealth, LLC assets under management

Catalyst Private Wealth, LLC is an investment advisory firm registered with the SEC based in San Mateo, CA. The firm has been registered since 2019. It reports $330.6 million in regulatory assets under management and employs 5 people.

Catalyst Private Wealth, LLC owners & executives

5 reported
NameTitleOwnershipSince
Brendan Diarmuid Connaughton ControlChief Executive Officer25-50%2019
Bryan David Wilson ControlAdvisor10-25%2019
John Brenton Dodd ControlChief Investment Officer10-25%2019
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Frequently asked questions

How much does Catalyst Private Wealth, LLC manage?

Catalyst Private Wealth, LLC reports $330.6 million in regulatory assets under management on its Form ADV.

How many employees does Catalyst Private Wealth, LLC have?

Catalyst Private Wealth, LLC reports 5 employees.

Where is Catalyst Private Wealth, LLC located?

Catalyst Private Wealth, LLC is based in San Mateo, CA and has been SEC-registered since 2019.

Does Catalyst Private Wealth, LLC disclose fund performance?

Catalyst Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3 East Third Ave., Office 323, San Mateo, CA 94401
Phone415-887-1430
Office hours8:30a.m. - 5:00p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1831193
Discloses disciplinary historyNo

Assets under management

Discretionary$330.5M
Non-discretionary$101K
Total (RAUM)$330.6M