CATALYST FINANCIAL NW CORPORATION
SEC RegisteredEmpowering your dreams through a personalized partnership of financial guidance
About the firm
Catalyst Financial NW is a financial advisory firm that has been focused on getting to know clients' dreams and goals for over 35 years, partnering with them to make those dreams a reality. The firm offers individualized portfolio management and communicates through personalized monthly summaries to keep clients informed and confident about their investment structure.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, portfolio management, life/health/long-term care/disability insurance, and Medicare opt-in assistance.
Who they serve
Clients seeking to reach their financial goals, described as individuals whose story, dreams, and goals the firm seeks to understand and partner with.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 894 | $84M |
| High Net Worth Individuals | 160 | $122M |
| Charitable Organizations | 14 | $28M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.50% |
| $500,001 - $1,000,000 | 1.00% |
| Over $1,000,000 | 0.50% |
Data as of February 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CATALYST FINANCIAL NW CORPORATION has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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