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Building 2CATALYST WEALTH MANAGEMENT

Map pinATLANTA, GA
Phone678.679.6950
NotebookSEC #801-112814
Total AUM
$192.9M
Employees
10
Clients
314

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3525 PIEDMONT ROAD
BUILDING 6, SUITE 420
ATLANTA
GA 30305
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
678.679.6950

ReceiptFinancials

Total AUM
$192.9M
Accounts
763
Discretionary
$188M
Accounts
749
Non-Discretionary
$4.9M
Accounts
14

ContactClients

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Individual Clients
268
AUM
$100.1M
HNW Individual Clients
42
AUM
$88.9M
Charitable Organization Clients
1
AUM
$453.2K
Corporation or Business Clients
3
AUM
$3.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCOFLGALANCSCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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