Catalyst Private Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Mateo, CA. Its latest Form ADV filing, dated March 27, 2026, reports $370M in regulatory assets under management, 5 employees, 2 offices, and 524 accounts.
Assets Under Management
$370M
Employees
5
Offices
2 offices
Total Clients
524
Primary office
SAN MATEO, CA
3 EAST THIRD AVE., OFFICE 323, SAN MATEO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 78.2% of total clients.
Top client categories% of clientsClients
1
HNWI
78.2%
410
2
Individuals
21.2%
111
3
Charitable
0.4%
2
4
Corporations
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$370Mas of March 27, 2026
Discretionary97.1%
$360M
97% of total RAUM97.1%
Non-discretionary2.9%
$11M
3% of total RAUM2.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$370M
Total Accounts524
10Y AUM Change+$370M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee105:1
10Y Employee Change-1 (-16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.