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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| McKee, Ryan, Everest | I | FOUNDER & WEALTH ADVISOR, MANAGING MEMBER, CCO | E | Control |
| McKee, Ryan, Everest | I | FOUNDER & WEALTH ADVISOR, MANAGING MEMBER, CCO | E | Control |
Registrations
Federal
IA
Mar 18, 2025 REGISTERED
Notice Filings (3)
CA NY TX
Address
23 CORPORATE PLAZASUITE 240
NEWPORT BEACH, CA 92660
United States
Phone: (949) 357-2390