CATALYST WEALTH ADVISORS LLC
CRD #297503 SEC #801-130544 NEWPORT BEACH, CA (949) 357-2390
SEC Registered
Total AUM
$149.1M
Discretionary
$148.9M
Employees
2
Clients
26
Accounts
87
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $149.1M | $148.9M | $220.5K | 2 | 0 |
| May 2024 | $132.4M | $132.2M | $200.7K | 2 | 0 |
DateMar 2025
Total AUM$149.1M
Discretionary$148.9M
Non-Disc.$220.5K
Employees2
Clients0
DateMay 2024
Total AUM$132.4M
Discretionary$132.2M
Non-Disc.$200.7K
Employees2
Clients0