CATALYZE WEALTH MANAGEMENT

CATALYZE WEALTH MANAGEMENT of CARMEL, IN is an SEC-registered investment adviser (CRD 300078). Regulatory assets under management: $43.4M.

Registration

• CRD: 300078
• Type: Registered investment adviser
• Location: 550 CONGRESSIONAL BLVD., CARMEL, IN, 46032
• Phone: (317) 537-7526
• Latest filing: 2026-03-31
• Regulatory AUM: $43.4M
• Discretionary AUM: $43.4M
• Clients: 3
• Accounts: 34

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300078 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search