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CATALYST PRIVATE WEALTH, LLC
CATALYST PRIVATE WEALTH, LLC
SAN MATEO, California
·
6 registered advisors
·
CRD# 305565
SEC# 801-117383
2
415-887-1430
01
Firm Overview
AUM
$307M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at CATALYST PRIVATE WEALTH, LLC
6 registered advisors
Brendan Diarmuid Connaughton
SAN FRANCISCO, California
CRD# 1602941
Bryan David Wilson
SAN FRANCISCO, California
CRD# 6617178
John Brenton Dodd
SAN FRANCISCO, California
CRD# 6108349
Matthew James Faubion
SAN FRANCISCO, California
CRD# 6108371
Michelle Lea Eldridge
SAN FRANCISCO, California
CRD# 4143449
Mitchell Lawrence Sands
SAN FRANCISCO, California
CRD# 6387248
05
Office Locations
SAN FRANCISCO, California
6 advisors
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Data sourced from SEC Form ADV filings. CATALYST PRIVATE WEALTH, LLC (CRD# 305565) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.