Catalyst Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Houston, TX. Its latest Form ADV filing, dated April 22, 2026, reports $105M in regulatory assets under management, 22 employees, 13 offices, and 9,549 accounts.
Assets Under Management
$105M
Employees
21
Offices
13 offices
Total Clients
9,549
Primary office
HOUSTON, TX
1880 S DAIRY ASHFORD ROAD, STE 300, HOUSTON, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 99.9% of total clients.
Top client categories% of clientsClients
1
Individuals
99.9%
9,544
2
HNWI
0.1%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$105Mas of May 26, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$105M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$105M
Total Accounts9,549
10Y AUM Change+$105M
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee455:1
10Y Employee Change+6 (+40.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.