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Home > Retirement Planners > california > san mateo > CATALYST PRIVATE WEALTH, LLC
CATALYST PRIVATE WEALTH, LLC
3 East Third Ave.
Office 323
San Mateo, California 94401
Tel: 415-887-1430
About CATALYST PRIVATE WEALTH, LLC
CATALYST PRIVATE WEALTH, LLC, formally registered with the SEC as CATALYST PRIVATE WEALTH, LLC. The firm was established in 09/20/2019. They have over 3 offices throughout the country.
CATALYST PRIVATE WEALTH, LLC is a San Mateo, California based Financial Planning firm with nearly $306,718,181 assets under management, offering retirement planning & investment advisory services to 489 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305565 |
| SEC# | 801-117383 |
| Assets Managed by Firm | $306,718,181 |
| No. of Clients | 489 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 489 | $306,718,181 |
| Individuals (other than high net worth individuals) | 147 | $15,297,045 |
| High net worth individuals | 337 | $285,494,459 |
| Pension and profit sharing plans | 1 | $2,373,088 |
| Charitable organizations | 1 | $75,121 |
| Corporations or other businesses | 3 | $3,478,468 |
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