CATALYST PRIVATE WEALTH, LLC
CRD #305565 SEC #801-117383 SAN MATEO, CA 415-887-1430
SEC Registered
Total AUM
$330.6M
Discretionary
$330.5M
Employees
5
Clients
101
Accounts
487
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $330.6M | $330.5M | $100.6K | 5 | 0 |
| Sep 2024 | $306.7M | $306.7M | $0 | 6 | 0 |
| Jun 2024 | $306.7M | $306.7M | $0 | 6 | 0 |
| Mar 2024 | $306.7M | $306.7M | $0 | 6 | 0 |
| Nov 2023 | $194.7M | $194.7M | $0 | 6 | 0 |
| Jul 2023 | $194.7M | $194.7M | $0 | 6 | 0 |
| Mar 2023 | $194.7M | $194.7M | $0 | 6 | 0 |
| Dec 2022 | $324.8M | $205M | $119.8M | 5 | 0 |
| Mar 2022 | $324.8M | $205M | $119.8M | 5 | 0 |
| Dec 2021 | $183.6M | $160.3M | $23.3M | 6 | 0 |
| Nov 2021 | $183.6M | $160.3M | $23.3M | 6 | 0 |
| Sep 2021 | $183.6M | $160.3M | $23.3M | 6 | 0 |
| May 2021 | $183.6M | $160.3M | $23.3M | 6 | 0 |
| Mar 2021 | $183.6M | $160.3M | $23.3M | 6 | 0 |
| Dec 2020 | $130.5M | $130.5M | $0 | 6 | 0 |
| Sep 2020 | $130.5M | $130.5M | $0 | 6 | 0 |
| Jun 2020 | $130.5M | $130.5M | $0 | 6 | 0 |
| May 2020 | $130.5M | $130.5M | $0 | 6 | 0 |
| Jan 2020 | $130.5M | $130.5M | $0 | 6 | 0 |
| Nov 2019 | $0 | $0 | $0 | 6 | 0 |
| Aug 2019 | $0 | $0 | $0 | 6 | 0 |
DateMar 2025
Total AUM$330.6M
Discretionary$330.5M
Non-Disc.$100.6K
Employees5
Clients0
DateSep 2024
Total AUM$306.7M
Discretionary$306.7M
Non-Disc.$0
Employees6
Clients0
DateJun 2024
Total AUM$306.7M
Discretionary$306.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$306.7M
Discretionary$306.7M
Non-Disc.$0
Employees6
Clients0
DateNov 2023
Total AUM$194.7M
Discretionary$194.7M
Non-Disc.$0
Employees6
Clients0
DateJul 2023
Total AUM$194.7M
Discretionary$194.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$194.7M
Discretionary$194.7M
Non-Disc.$0
Employees6
Clients0
DateDec 2022
Total AUM$324.8M
Discretionary$205M
Non-Disc.$119.8M
Employees5
Clients0
DateMar 2022
Total AUM$324.8M
Discretionary$205M
Non-Disc.$119.8M
Employees5
Clients0
DateDec 2021
Total AUM$183.6M
Discretionary$160.3M
Non-Disc.$23.3M
Employees6
Clients0
DateNov 2021
Total AUM$183.6M
Discretionary$160.3M
Non-Disc.$23.3M
Employees6
Clients0
DateSep 2021
Total AUM$183.6M
Discretionary$160.3M
Non-Disc.$23.3M
Employees6
Clients0
DateMay 2021
Total AUM$183.6M
Discretionary$160.3M
Non-Disc.$23.3M
Employees6
Clients0
DateMar 2021
Total AUM$183.6M
Discretionary$160.3M
Non-Disc.$23.3M
Employees6
Clients0
DateDec 2020
Total AUM$130.5M
Discretionary$130.5M
Non-Disc.$0
Employees6
Clients0
DateSep 2020
Total AUM$130.5M
Discretionary$130.5M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$130.5M
Discretionary$130.5M
Non-Disc.$0
Employees6
Clients0
DateMay 2020
Total AUM$130.5M
Discretionary$130.5M
Non-Disc.$0
Employees6
Clients0
DateJan 2020
Total AUM$130.5M
Discretionary$130.5M
Non-Disc.$0
Employees6
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0