# CATALYST PRIVATE WEALTH, LLC

CATALYST PRIVATE WEALTH, LLC of SAN MATEO, MN is an SEC-registered investment adviser.

## Registration

- CRD: 305565
- Type: SEC-registered investment adviser
- SEC file number: 801-117383
- Location: 3 EAST THIRD AVE., OFFICE 323, SAN MATEO, MN, 94401
- Phone: 415-887-1430
- Latest filing: 2026-06-17
- Regulatory AUM: $370.4M
- Discretionary AUM: $359.6M
- Non-discretionary AUM: $10.8M
- Clients: 5
- Accounts: 524

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (13)

| Name | Role | Location |
| --- | --- | --- |
| Michelle Lea Eldridge | CHIEF COMPLIANCE OFFICER | — |
| Brendan Diarmuid Connaughton | CHIEF EXECUTIVE OFFICER | — |
| John Brenton Dodd | CHIEF INVESTMENT OFFICER | — |
| Mitchell Lawrence Sands | ADVISOR | — |
| Bryan David Wilson | ADVISOR | — |
| WILSON KENNETH DAVID | ADVISOR | — |
| CONNAUGHTON BRENDAN DIARMUID | CHIEF EXECUTIVE OFFICER | — |
| SIZEMORE STACY LEIGH | CHIEF COMPLIANCE OFFICER | — |
| SANDS MITCHELL LAWRENCE | ADVISOR | — |
| DODD JOHN BRENTON | CHIEF INVESTMENT OFFICER | — |
| FAUBION MATTHEW JAMES | WEALTH STRATEGIST | — |
| ELDRIDGE MICHELLE LEA | CHIEF COMPLIANCE OFFICER | — |
| Ashley Buchanan | CHIEF COMPLIANCE OFFICER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| SAN FRANCISCO | CA | 1 | 415-887-1430 |
| WALNUT CREEK | CA | 1 | 415-887-1430 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305565/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305565/similar
- Related entities: https://search.stillhousedata.com/firm/305565/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305565

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.