CATALYST PRIVATE WEALTH, LLC
SEC RegisteredOur Clients are Uncommonly Successful
About the firm
Catalyst Private Wealth was formed to solve the unique wealth management needs of innovators and leaders. They are a boutique team of experts who each focus on a specific area in the financial picture of their clients, combining varying specialties to build a holistic wealth plan. Their clients often carry outsized risks, concentrated stock positions, and the need for comprehensive planning to navigate liquidity before, during, and after an event.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth planning including asset protection, estate planning, tax optimization, risk management, cash flow analysis, retirement planning, education planning, and business succession planning; outsized risk management covering stock options, secondary market, new ventures/startups, early-stage investments, and private placements; investment management including core portfolio, satellite investments, asset allocation, alternative solutions, real estate, and concentrated equity planning; tax strategies such as company stock option optimization, donor advised funds, charitable giving, and complex estate planning; hedging and structured liquidation including pre-paid forward sale, option strategies, exchange funds, systematic selling, and 10b5-1 programs; and lending solutions including asset-based, secured, and non-recourse lending.
Who they serve
Founders, early employees, developers, executives, risk takers, serial entrepreneurs, and innovators who carry outsized risks, concentrated stock positions, and the need for comprehensive planning around liquidity events.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 111 | $13M |
| High Net Worth Individuals | 410 | $357M |
| State/Municipal Entities | 2 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 27, 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 PRIVATE WEALTH, LLC 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.
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