# Catalyze Wealth Management

> Catalyze Wealth Management is a state-registered investment advisory firm in Carmel, IN, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 300078
- Filed as: CATALYZE WEALTH MANAGEMENT
- Legal name: Catalyze, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Carmel, IN
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/300078
- AdvisorCensus page: https://advisorcensus.com/firm/catalyze-wealth-management-carmel-in-300078

## Quick answers

**How is Catalyze Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Catalyze Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Catalyze Wealth Management located?**
Catalyze Wealth Management's principal office is in Carmel, IN, according to its Form ADV.

**Is Catalyze Wealth Management registered with the SEC or a state?**
Catalyze Wealth Management is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 300078.

**How much does Catalyze Wealth Management manage?**
Catalyze Wealth Management reports $43,437,934 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Catalyze Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (18); individuals (other than high net worth individuals) (13); pension and profit sharing plans (but not the plan participants or government pension plans) (5).

**Does Catalyze Wealth Management 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/300078

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $43,437,934
- Discretionary: $43,437,934
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $5,921,890 |
| High net worth individuals | 18 | $36,904,035 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $612,009 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- catalyzedds.com
- catalyzewm.com
- Facebook @CatalyzeWealthManagement
- LinkedIn @catalyze-dental-advisors
- LinkedIn @catalyze-wealth-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Catalyze Wealth Management (CRD 300078): Form ADV filing data as of October 2026.