CATALYST WEALTH MANAGEMENT LLC

CRD 329586File 801-129834

APPROVED

Retail clients

Filing as of Jul 23, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$105.0M

Bottom 25% of cohort (national)

Discretionary AUM

Non-discretionary $105.0M

Clients

9,549

9,549 accounts

Employees

Bottom 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Apr 4, 2024
Principal office: 1880 S DAIRY ASHFORD ROAD, STE 300, HOUSTON, TX, 77077
Phone: 832-657-7735
Website: https://www.catalystfg.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $105.0M
Discretionary AUM: $0
Non-discretionary AUM: $105.0M
Discretionary accounts: 0
Non-discretionary accounts: 9,549
Total accounts: 9,549
AUM per client: $11K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	5	$7.6M
Individuals (other than high net worth individuals)	9,544	$97.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

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 11

This 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.