CATALYST PRIVATE WEALTH, LLC

CATALYST PRIVATE WEALTH, LLC of SAN MATEO, MN is an SEC-registered investment adviser (CRD 305565). Regulatory assets under management: $370.4M.

Registration

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (13)

NameRoleLocation
Michelle Lea EldridgeCHIEF COMPLIANCE OFFICER
Brendan Diarmuid ConnaughtonCHIEF EXECUTIVE OFFICER
John Brenton DoddCHIEF INVESTMENT OFFICER
Mitchell Lawrence SandsADVISOR
Bryan David WilsonADVISOR
WILSON KENNETH DAVIDADVISOR
CONNAUGHTON BRENDAN DIARMUIDCHIEF EXECUTIVE OFFICER
SIZEMORE STACY LEIGHCHIEF COMPLIANCE OFFICER
SANDS MITCHELL LAWRENCEADVISOR
DODD JOHN BRENTONCHIEF INVESTMENT OFFICER
FAUBION MATTHEW JAMESWEALTH STRATEGIST
ELDRIDGE MICHELLE LEACHIEF COMPLIANCE OFFICER
Ashley BuchananCHIEF COMPLIANCE OFFICER

Branch offices (2)

CityStateEmployeesPhone
SAN FRANCISCOCA1415-887-1430
WALNUT CREEKCA1415-887-1430

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