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Building 2CATALYST WEALTH ADVISORS LLC

Map pinNEWPORT BEACH, CA
Phone(949) 357-2390
NotebookSEC #801-130544
Total AUM
$167.2M
Employees
2
Clients
33

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
23 CORPORATE PLAZA
SUITE 240
NEWPORT BEACH
CA 92660
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
(949) 357-2390

ReceiptFinancials

Total AUM
$167.2M
Accounts
91
Discretionary
$167.2M
Accounts
91
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
13
AUM
$7.9M
HNW Individual Clients
18
AUM
$148.7M
Charitable Organization Clients
1
AUM
$1.8M
Corporation or Business Clients
1
AUM
$8.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYTX

HandshakeAffiliates

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

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