CATALYST WEALTH ADVISORS LLC

CATALYST WEALTH ADVISORS LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 297503). Regulatory assets under management: $167.2M.

Registration

• CRD: 297503
• SEC file number: 801-130544
• Type: Registered investment adviser
• Location: 23 CORPORATE PLAZA, NEWPORT BEACH, CA, 92660
• Phone: (949) 357-2390
• Latest filing: 2026-03-02
• Regulatory AUM: $167.2M
• Discretionary AUM: $167.2M
• Clients: 2
• Accounts: 91

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297503 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search