# Catalonia Wealth Management LLC

> Catalonia Wealth Management LLC is a state-registered investment advisory firm, registered since 2022, with no regulatory assets under management reported in its Form ADV filing dated April 15, 2026.

- CRD: 320604
- Filed as: CATALONIA WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Kansas
- Filing period: October 2026
- Form ADV filing dated: April 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/320604
- AdvisorCensus page: https://advisorcensus.com/firm/catalonia-wealth-management-llc-320604

## Quick answers

**How is Catalonia Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Catalonia Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Catalonia Wealth Management LLC registered with the SEC or a state?**
Catalonia Wealth Management LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 320604.

**Does Catalonia Wealth Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/320604

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KS
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cataloniawm.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Catalonia Wealth Management LLC (CRD 320604): Form ADV filing data as of October 2026.