CRD: 297503
Catalyst Wealth Advisors LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-13-2018
- Office Locations
- 1
Office Locations
About Catalyst Wealth Advisors LLC
Catalyst Wealth Advisors is a fee-only boutique RIA in Newport Beach, CA, providing custom investment management and unbiased, high-touch wealth planning for clients nationwide. The firm emphasizes fiduciary, evidence-based portfolio management in a tech-forward client experience. Founder Ryan McKee leads the practice, with client assets custodied at Charles Schwab.
Reported data analysis
What the numbers show
Between March 18, 2025 and March 2, 2026, reported AUM increased 12.2%, from $149.1M to $167.2M.
Across 3 reported observations, AUM increased 26.2% between May 24, 2024 and March 2, 2026, from $132.4M to $167.2M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 31 clients, or 31 clients per representative. That equates to $5.4M in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on March 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Catalyst Wealth Advisors LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Catalyst Wealth Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Ryan Everest McKee
Chief Compliance Officer, FOUNDER, Managing Member, WEALTH ADVISOR
- CRD
- #6747254
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $167,196,185 | $1,837,321 |
| Non-Discretionary | $0 | -- |
| Total | $167,196,185 | $1,837,321 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Catalyst Wealth Advisors LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.