Catalyst Private Wealth, LLC
● SEC registered since 2019CRD 305565SEC# 801-117383San Mateo, CA
Reg. AUM
$370.4M
Employees
5
Accounts
524
Location
San Mateo, CA
Catalyst Private Wealth, LLC assets under management
Catalyst Private Wealth, LLC is an investment advisory firm registered with the SEC based in San Mateo, CA. The firm has been registered since 2019. It reports $370.4 million in regulatory assets under management and employs 5 people.
Catalyst Private Wealth, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashley Buchanan Control | Chief Compliance Officer | Under 5% | 2026 |
| Brendan Diarmuid Connaughton Control | Chief Executive Officer | 25-50% | 2019 |
| Bryan David Wilson Control | Advisor | 10-25% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Catalyst Private Wealth, LLC manage?
Catalyst Private Wealth, LLC reports $370.4 million in regulatory assets under management on its Form ADV.
How many employees does Catalyst Private Wealth, LLC have?
Catalyst Private Wealth, LLC reports 5 employees.
Where is Catalyst Private Wealth, LLC located?
Catalyst Private Wealth, LLC is based in San Mateo, CA and has been SEC-registered since 2019.
Does Catalyst Private Wealth, LLC disclose fund performance?
Catalyst Private Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3 East Third Ave., Office 323, San Mateo, CA 94401 |
| Phone | 415-887-1430 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1831193 |
| Discloses disciplinary history | No |
Regulatory AUM
$370.4M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 56%
Larger than 44% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$370.4Mregulatory AUM
Discretionary $359.6MNon-discretionary $10.8M