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Building 2CATALYST WEALTH MANAGEMENT LLC

Map pinHOUSTON, TX
Phone832-657-7735
NotebookSEC #801-129834
Total AUM
$105M
Employees
21
Clients
9,549

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1880 S DAIRY ASHFORD ROAD
STE 300
HOUSTON
TX 77077
United States
Operating Hours
9:00 A.M .TO 6:00 P.M.
MONDAY - THURSDAY
Phone
832-657-7735
Other Offices
13

ReceiptFinancials

Total AUM
$105M
Accounts
9,549
Discretionary
$0
Accounts
0
Non-Discretionary
$105M
Accounts
9,549

ContactClients

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Individual Clients
9,544
AUM
$97.4M
HNW Individual Clients
5
AUM
$7.6M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKALARAZCACOCTDCDEFLGAIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVIVTWAWIWV

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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