CRD: 305565
Catalyst Private Wealth, LLC
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-20-2019
- Office Locations
- 3
Office Locations
About Catalyst Private Wealth, LLC
Catalyst Private Wealth is an RIA serving founders, executives and entrepreneurs in the tech/startup ecosystem with planning-first wealth management. The team specializes in stock option planning, risk management, and secondary-market liquidity/access for private company shares, alongside public-market portfolios implemented largely with ETFs and mutual funds. Custody includes Charles Schwab and Interactive Brokers.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRENDAN DIARMUID CONNAUGHTON
Chief Executive Officer, Partner
- CRD
- #1602941
- Ownership
- 25% but less than 50%
JOHN BRENTON DODD
Chief Investment Officer, Partner
- CRD
- #6108349
- Ownership
- 10% but less than 25%
Showing 2 of 5 owners & executives
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Tamaki Nakamura Kern
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- CRD
- #6642743
Showing 1 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $359,578,902 | $722,046 |
| Non-Discretionary | $10,847,900 | $417,227 |
| Total | $370,426,802 | $706,921 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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