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CATALYST FINANCIAL NW CORPORATION
CRD 168534File 801-113923
APPROVED
Retail clients
Filing as of Feb 4, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$233.4M
Below cohort median (national)
Discretionary AUM
$205.8M
Non-discretionary $27.7M
Clients
1,068
1,068 accounts
Employees
4
Below cohort median in OR
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 31, 2018
- Principal office
- 1733 E. POWELL BLVD., SUITE 104, GRESHAM, OR, 97030
- Phone
- 503-661-9010
- Website
- HTTPS://CATALYST-NW.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $233.4M
- Discretionary AUM
- $205.8M
- Non-discretionary AUM
- $27.7M
- Discretionary accounts
- 1,054
- Non-discretionary accounts
- 14
- Total accounts
- 1,068
- AUM per client
- $219K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 160 | $122.3M |
| Pension and profit sharing plans | 14 | $27.7M |
| Individuals (other than high net worth individuals) | 894 | $83.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.