CRD: 297503
Catalyst Wealth Advisors LLC
$167.2M Total AUM
$167.2M Disc. AUM
-- 3Y CAGR
2 Employees
31 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-13-2018
- Office Locations
- 1
Office Locations
23 Corporate Plaza Suite 240 Newport Beach CA
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.
Team overview
48 AVG AGE
$167.2M AVG AUM / ADVISOR
$5.4M AVG AUM / CLIENT
8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
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Custodian
Available
Investment Themes
Available
Investment Vehicles
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Platform
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Services
Available
Technology
Available
Owner & Executives
R
Ryan Everest McKee
Chief Compliance Officer, FOUNDER, Managing Member, WEALTH ADVISOR
- CRD
- #6747254
- Ownership
- 75% or more
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Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $167,196,185 | $1,837,321 |
| Non-Discretionary | $0 | -- |
| Total | $167,196,185 | $1,837,321 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available Equity - OTC:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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