| Name | Title | Ownership | Since |
|---|---|---|---|
| Ryan Everest McKee Control | Founder & Wealth Advisor, Managing Member, Cco | Over 75% | 2018 |
Catalyst Wealth Advisors LLC reports $149.1 million in regulatory assets under management on its Form ADV.
Catalyst Wealth Advisors LLC reports 2 employees.
Catalyst Wealth Advisors LLC is based in Newport Beach, CA and has been SEC-registered since 2024.
Catalyst Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 23 Corporate Plaza, Suite 240, Newport Beach, CA 92660 |
| Phone | (949) 357-2390 |
| Fax | N/A |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $148.9M |
| Non-discretionary | $220K |
| Total (RAUM) | $149.1M |