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Building 2CATALYST PRIVATE WEALTH, LLC

Map pinSAN MATEO, CA
Phone415-887-1430
NotebookSEC #801-117383
Total AUM
$370.4M
Employees
5
Clients
524

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3 EAST THIRD AVE.
OFFICE 323
SAN MATEO
CA 94401
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
415-887-1430
Other Offices
2

ReceiptFinancials

Total AUM
$370.4M
Accounts
524
Discretionary
$359.6M
Accounts
498
Non-Discretionary
$10.8M
Accounts
26

ContactClients

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Individual Clients
111
AUM
$13.2M
HNW Individual Clients
410
AUM
$356.9M
Charitable Organization Clients
2
AUM
$317.5K
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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

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