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CATALYST PRIVATE WEALTH, LLC
CRD 305565File 801-117383
APPROVED
Retail clients
Custody
Filing as of Jun 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$370.4M
Below cohort median (national)
Discretionary AUM
$359.6M
Non-discretionary $10.8M
Clients
524
524 accounts
Employees
5
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Sep 20, 2019
- Principal office
- 3 EAST THIRD AVE., OFFICE 323, SAN MATEO, CA, 94401
- Phone
- 415-887-1430
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $370.4M
- Discretionary AUM
- $359.6M
- Non-discretionary AUM
- $10.8M
- Discretionary accounts
- 498
- Non-discretionary accounts
- 26
- Total accounts
- 524
- AUM per client
- $707K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $0 |
| Charitable organizations | Fewer than 5 | $318K |
| High net worth individuals | 410 | $356.9M |
| Individuals (other than high net worth individuals) | 111 | $13.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- 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.