{
  "crd_number": 305565,
  "slug": "catalyst-private-wealth-llc-san-mateo-ca-305565",
  "primary_business_name": "CATALYST PRIVATE WEALTH, LLC",
  "legal_name": "CATALYST PRIVATE WEALTH, LLC",
  "dbas": [],
  "city": "San Mateo",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-09-20",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-08-26",
  "carried_forward": false,
  "raum_total": 370426802.0,
  "raum_discretionary": 359578902.0,
  "raum_non_discretionary": 10847900.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 317501.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 13249351.0,
      "count": 111
    },
    "high_net_worth_individuals": {
      "raum": 356859950.0,
      "count": 410
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "TX"
  ],
  "websites": [
    "https://catalystprivatewealth.com",
    "https://linkedin.com/COMPANY/CATALYST-PRIVATE-WEALTH"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305565",
  "city_as_filed": "SAN MATEO",
  "url": "https://advisorcensus.com/firm/catalyst-private-wealth-llc-san-mateo-ca-305565",
  "display_name": "Catalyst Private Wealth, LLC",
  "summary": "Catalyst Private Wealth, LLC is an SEC-registered investment advisory firm in San Mateo, CA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 26, 2026.",
  "citation": "AdvisorCensus. Catalyst Private Wealth, LLC (CRD 305565): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Catalyst Private Wealth, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Catalyst Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "What does Catalyst Private Wealth, LLC's brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated June 15, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Catalyst Private Wealth, LLC located?",
      "a": "Catalyst Private Wealth, LLC's principal office is in San Mateo, CA, according to its Form ADV; the September 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Catalyst Private Wealth, LLC registered with the SEC or a state?",
      "a": "Catalyst Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 305565."
    },
    {
      "q": "How much does Catalyst Private Wealth, LLC manage?",
      "a": "Catalyst Private Wealth, LLC reports $370,426,802 in regulatory assets under management in its Form ADV filing dated August 26, 2026 (97% discretionary)."
    },
    {
      "q": "How have Catalyst Private Wealth, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Catalyst Private Wealth, LLC: Regulatory assets under management: $183,581,212 in the October 2021 data and $370,426,802 in the October 2026 data, up 102%. Total employees: 6 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Catalyst Private Wealth, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (410); individuals (other than high net worth individuals) (111); charitable organizations (2)."
    },
    {
      "q": "Which custodians does Catalyst Private Wealth, LLC use?",
      "a": "Catalyst Private Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Catalyst Private Wealth, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/305565"
    },
    {
      "q": "Does Catalyst Private Wealth, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 15, 2026 says: \"Catalyst does not have a specific account minimum.\""
    },
    {
      "q": "What changed in Catalyst Private Wealth, LLC's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 183581212.0,
      "total_employees": 6,
      "filing_date": "2021-09-14"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 324822675.0,
      "total_employees": 5,
      "filing_date": "2022-03-18"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 194740048.0,
      "total_employees": 6,
      "filing_date": "2023-07-11"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 306718181.0,
      "total_employees": 6,
      "filing_date": "2024-09-03"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 330573403.0,
      "total_employees": 5,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 370426802.0,
      "total_employees": 5,
      "filing_date": "2026-08-26"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $330,573,403 to $370,426,802 (+12%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 15, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "2% of assets a year",
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 2% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Our annual fee ranges up to 2.00% annually and is assessed and/or charged quarterly in advance , based on prior period-end value."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Catalyst does not have a specific account minimum."
        ]
      }
    ],
    "quotes": [
      "Our annual fee ranges up to 2.00% annually and is assessed and/or charged quarterly in advance , based on prior period-end value.",
      "Catalyst does not have a specific account minimum."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/catalyst-private-wealth-llc-san-mateo-ca-305565.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 111,
      "fewer_than_5": false,
      "raum": 13249351.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 410,
      "fewer_than_5": false,
      "raum": 356859950.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 317501.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/305565",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}