Catalyst Wealth Advisors LLC
● SEC registered since 2024CRD 297503SEC# 801-130544Newport Beach, CA
Reg. AUM
$167.2M
Employees
2
Accounts
91
Location
Newport Beach, CA
Catalyst Wealth Advisors LLC assets under management
Catalyst Wealth Advisors LLC is a registered investment adviser overseen by the SEC based in Newport Beach, CA. The firm has been registered since 2024. It reports $167.2 million in regulatory assets under management and employs 2 people.
Catalyst Wealth Advisors LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ryan Everest McKee Control | Founder & Wealth Advisor, Managing Member, Cco | Over 75% | 2018 |
Frequently asked questions
How much does Catalyst Wealth Advisors LLC manage?
Catalyst Wealth Advisors LLC reports $167.2 million in regulatory assets under management on its Form ADV.
How many employees does Catalyst Wealth Advisors LLC have?
Catalyst Wealth Advisors LLC reports 2 employees.
Where is Catalyst Wealth Advisors LLC located?
Catalyst Wealth Advisors LLC is based in Newport Beach, CA and has been SEC-registered since 2024.
Does Catalyst Wealth Advisors LLC disclose fund performance?
Catalyst Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 23 Corporate Plaza, Suite 240, Newport Beach, CA 92660 |
| Phone | (949) 357-2390 |
| Fax | N/A |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$167.2M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 80%
Larger than 20% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$167.2Mregulatory AUM
Discretionary $167.2M