CATALYST WEALTH MANAGEMENT, LLC
Legal name: CATALYST WEALTH MANAGEMENT
CRD #291138 SEC #801-112814 ATLANTA, GA 678.679.6950
SEC Registered
Total AUM
$192.9M
Discretionary
$188M
Employees
10
Clients
26
Accounts
763
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2023 | $192.9M | $188M | $4.9M | 10 | 5 |
| Feb 2023 | $309.6M | $248.7M | $60.9M | 14 | 0 |
| Dec 2022 | $309.6M | $248.7M | $60.9M | 14 | 0 |
| Oct 2022 | $309.6M | $248.7M | $60.9M | 14 | 0 |
| Mar 2022 | $309.6M | $248.7M | $60.9M | 14 | 0 |
| Sep 2021 | $219.3M | $163.4M | $56M | 19 | 0 |
| Jul 2021 | $219.3M | $163.4M | $56M | 13 | 0 |
| Jun 2021 | $219.3M | $163.4M | $56M | 13 | 0 |
| Mar 2021 | $219.3M | $163.4M | $56M | 13 | 0 |
| Dec 2020 | $170.8M | $90.6M | $80.3M | 14 | 0 |
| Dec 2020 | $170.8M | $90.6M | $80.3M | 14 | 0 |
| Jun 2020 | $170.8M | $90.6M | $80.3M | 14 | 0 |
| Jun 2020 | $170.8M | $90.6M | $80.3M | 14 | 0 |
| Mar 2020 | $170.8M | $90.6M | $80.3M | 14 | 0 |
| Oct 2019 | $164M | $81.1M | $82.9M | 13 | 0 |
| Aug 2019 | $164M | $81.1M | $82.9M | 13 | 0 |
| Mar 2019 | $140.3M | $58.8M | $81.5M | 13 | 0 |
| Dec 2018 | $178.6M | $41.2M | $137.5M | 10 | 0 |
| Aug 2018 | $178.6M | $41.2M | $137.5M | 12 | 0 |
| May 2018 | $0 | $0 | $0 | 12 | 0 |
| Mar 2018 | $0 | $0 | $0 | 12 | 0 |
DateMar 2023
Total AUM$192.9M
Discretionary$188M
Non-Disc.$4.9M
Employees10
Clients5
DateFeb 2023
Total AUM$309.6M
Discretionary$248.7M
Non-Disc.$60.9M
Employees14
Clients0
DateDec 2022
Total AUM$309.6M
Discretionary$248.7M
Non-Disc.$60.9M
Employees14
Clients0
DateOct 2022
Total AUM$309.6M
Discretionary$248.7M
Non-Disc.$60.9M
Employees14
Clients0
DateMar 2022
Total AUM$309.6M
Discretionary$248.7M
Non-Disc.$60.9M
Employees14
Clients0
DateSep 2021
Total AUM$219.3M
Discretionary$163.4M
Non-Disc.$56M
Employees19
Clients0
DateJul 2021
Total AUM$219.3M
Discretionary$163.4M
Non-Disc.$56M
Employees13
Clients0
DateJun 2021
Total AUM$219.3M
Discretionary$163.4M
Non-Disc.$56M
Employees13
Clients0
DateMar 2021
Total AUM$219.3M
Discretionary$163.4M
Non-Disc.$56M
Employees13
Clients0
DateDec 2020
Total AUM$170.8M
Discretionary$90.6M
Non-Disc.$80.3M
Employees14
Clients0
DateDec 2020
Total AUM$170.8M
Discretionary$90.6M
Non-Disc.$80.3M
Employees14
Clients0
DateJun 2020
Total AUM$170.8M
Discretionary$90.6M
Non-Disc.$80.3M
Employees14
Clients0
DateJun 2020
Total AUM$170.8M
Discretionary$90.6M
Non-Disc.$80.3M
Employees14
Clients0
DateMar 2020
Total AUM$170.8M
Discretionary$90.6M
Non-Disc.$80.3M
Employees14
Clients0
DateOct 2019
Total AUM$164M
Discretionary$81.1M
Non-Disc.$82.9M
Employees13
Clients0
DateAug 2019
Total AUM$164M
Discretionary$81.1M
Non-Disc.$82.9M
Employees13
Clients0
DateMar 2019
Total AUM$140.3M
Discretionary$58.8M
Non-Disc.$81.5M
Employees13
Clients0
DateDec 2018
Total AUM$178.6M
Discretionary$41.2M
Non-Disc.$137.5M
Employees10
Clients0
DateAug 2018
Total AUM$178.6M
Discretionary$41.2M
Non-Disc.$137.5M
Employees12
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees12
Clients0