Catalyst Wealth Management LLC
SEC RegisteredLive the life you deserve
About the firm
Catalyst Financial, operating through Catalyst Wealth Management LLC, is a registered investment adviser based in Houston, TX. The firm creates personalized financial strategies tailored to clients' needs and goals, covering retirement, investing, estate, insurance, taxes, and more.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
The firm offers personalized retirement planning, investment strategies, estate planning, insurance, tax planning, and access to educational resources including articles, presentations, videos, and calculators.
Who they serve
Individuals whether 30 years away from retirement or already enjoying retirement, those planning their legacy, or saving for their children's college tuition.
Leadership
Office locations
Advisors at this firm
21 advisors in the directory
Regulatory & compliance
Data as of September 16, 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 Wealth Management 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.
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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