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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ELDRIDGE, MICHELLE, LEA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ELDRIDGE, MICHELLE, LEA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ELDRIDGE, MICHELLE, LEA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ELDRIDGE, MICHELLE, LEA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ELDRIDGE, MICHELLE, LEA | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FAUBION, MATTHEW, JAMES | I | WEALTH STRATEGIST | NA | Control |
| FAUBION, MATTHEW, JAMES | I | WEALTH STRATEGIST | NA | Control |
| FAUBION, MATTHEW, JAMES | I | WEALTH STRATEGIST | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SIZEMORE, STACY, LEIGH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CONNAUGHTON, BRENDAN, DIARMUID | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CONNAUGHTON, BRENDAN, DIARMUID | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CONNAUGHTON, BRENDAN, DIARMUID | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CONNAUGHTON, BRENDAN, DIARMUID | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CONNAUGHTON, BRENDAN, DIARMUID | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CONNAUGHTON, BRENDAN, DIARMUID | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CONNAUGHTON, BRENDAN, DIARMUID | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CONNAUGHTON, BRENDAN, DIARMUID | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CONNAUGHTON, BRENDAN, DIARMUID | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CONNAUGHTON, BRENDAN, DIARMUID | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CONNAUGHTON, BRENDAN, DIARMUID | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CONNAUGHTON, BRENDAN, DIARMUID | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CONNAUGHTON, BRENDAN, DIARMUID | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CONNAUGHTON, BRENDAN, DIARMUID | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CONNAUGHTON, BRENDAN, DIARMUID | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CONNAUGHTON, BRENDAN, DIARMUID | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CONNAUGHTON, BRENDAN, DIARMUID | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CONNAUGHTON, BRENDAN, DIARMUID | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CONNAUGHTON, BRENDAN, DIARMUID | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CONNAUGHTON, BRENDAN, DIARMUID | I | CHIEF EXECUTIVE OFFICER | C | Control |
| CONNAUGHTON, BRENDAN, DIARMUID | I | CHIEF EXECUTIVE OFFICER | C | Control |
| DODD, JOHN, BRENTON | I | CHIEF INVESTMENT OFFICER | B | Control |
| DODD, JOHN, BRENTON | I | CHIEF INVESTMENT OFFICER | B | Control |
| DODD, JOHN, BRENTON | I | CHIEF INVESTMENT OFFICER | B | Control |
| DODD, JOHN, BRENTON | I | CHIEF INVESTMENT OFFICER | B | Control |
| DODD, JOHN, BRENTON | I | CHIEF INVESTMENT OFFICER | B | Control |
| DODD, JOHN, BRENTON | I | CHIEF INVESTMENT OFFICER | B | Control |
| DODD, JOHN, BRENTON | I | CHIEF INVESTMENT OFFICER | B | Control |
| DODD, JOHN, BRENTON | I | CHIEF INVESTMENT OFFICER | B | Control |
| DODD, JOHN, BRENTON | I | CHIEF INVESTMENT OFFICER | B | Control |
| DODD, JOHN, BRENTON | I | CHIEF INVESTMENT OFFICER | B | Control |
| DODD, JOHN, BRENTON | I | CHIEF INVESTMENT OFFICER | B | Control |
| DODD, JOHN, BRENTON | I | CHIEF INVESTMENT OFFICER | B | Control |
| DODD, JOHN, BRENTON | I | CHIEF INVESTMENT OFFICER | B | Control |
| DODD, JOHN, BRENTON | I | CHIEF INVESTMENT OFFICER | B | Control |
| DODD, JOHN, BRENTON | I | CHIEF INVESTMENT OFFICER | B | Control |
| DODD, JOHN, BRENTON | I | CHIEF INVESTMENT OFFICER | B | Control |
| DODD, JOHN, BRENTON | I | CHIEF INVESTMENT OFFICER | B | Control |
| DODD, JOHN, BRENTON | I | CHIEF INVESTMENT OFFICER | B | Control |
| DODD, JOHN, BRENTON | I | CHIEF INVESTMENT OFFICER | B | Control |
| DODD, JOHN, BRENTON | I | CHIEF INVESTMENT OFFICER | B | Control |
| DODD, JOHN, BRENTON | I | CHIEF INVESTMENT OFFICER | B | Control |
| SANDS, MITCHELL, LAWRENCE | I | ADVISOR | B | Control |
| SANDS, MITCHELL, LAWRENCE | I | ADVISOR | B | Control |
| SANDS, MITCHELL, LAWRENCE | I | ADVISOR | B | Control |
| SANDS, MITCHELL, LAWRENCE | I | ADVISOR | B | Control |
| SANDS, MITCHELL, LAWRENCE | I | ADVISOR | B | Control |
| SANDS, MITCHELL, LAWRENCE | I | ADVISOR | B | Control |
| SANDS, MITCHELL, LAWRENCE | I | ADVISOR | B | Control |
| SANDS, MITCHELL, LAWRENCE | I | ADVISOR | B | Control |
| SANDS, MITCHELL, LAWRENCE | I | ADVISOR | B | Control |
| SANDS, MITCHELL, LAWRENCE | I | ADVISOR | B | Control |
| SANDS, MITCHELL, LAWRENCE | I | ADVISOR | B | Control |
| SANDS, MITCHELL, LAWRENCE | I | ADVISOR | B | Control |
| SANDS, MITCHELL, LAWRENCE | I | ADVISOR | B | Control |
| SANDS, MITCHELL, LAWRENCE | I | ADVISOR | B | Control |
| SANDS, MITCHELL, LAWRENCE | I | ADVISOR | B | Control |
| SANDS, MITCHELL, LAWRENCE | I | ADVISOR | B | Control |
| SANDS, MITCHELL, LAWRENCE | I | ADVISOR | B | Control |
| SANDS, MITCHELL, LAWRENCE | I | ADVISOR | B | Control |
| SANDS, MITCHELL, LAWRENCE | I | ADVISOR | B | Control |
| SANDS, MITCHELL, LAWRENCE | I | ADVISOR | B | Control |
| SANDS, MITCHELL, LAWRENCE | I | ADVISOR | B | Control |
| WILSON, BRYAN, DAVID | I | ADVISOR | B | Control |
| WILSON, BRYAN, DAVID | I | ADVISOR | B | Control |
| WILSON, BRYAN, DAVID | I | ADVISOR | B | Control |
| WILSON, BRYAN, DAVID | I | ADVISOR | B | Control |
| Wilson, Bryan, David | I | ADVISOR | B | Control |
| Wilson, Bryan, David | I | ADVISOR | B | Control |
| Wilson, Bryan, David | I | ADVISOR | B | Control |
| Wilson, Bryan, David | I | ADVISOR | B | Control |
| Wilson, Bryan, David | I | ADVISOR | B | Control |
| Wilson, Bryan, David | I | ADVISOR | B | Control |
| Wilson, Bryan, David | I | ADVISOR | B | Control |
| Wilson, Bryan, David | I | ADVISOR | B | Control |
| Wilson, Bryan, David | I | ADVISOR | B | Control |
| Wilson, Bryan, David | I | ADVISOR | B | Control |
| Wilson, Bryan, David | I | ADVISOR | B | Control |
| Wilson, Bryan, David | I | ADVISOR | B | Control |
| Wilson, Bryan, David | I | ADVISOR | B | Control |
| Wilson, Bryan, David | I | ADVISOR | B | Control |
| Wilson, Bryan, David | I | ADVISOR | B | Control |
| Wilson, Bryan, David | I | ADVISOR | B | Control |
| Wilson, Bryan, David | I | ADVISOR | B | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (4)
CA MA NY TX
Address
3 EAST THIRD AVE.OFFICE 323
SAN MATEO, CA 94401
United States
Phone: 415-887-1430