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- Custodian
- Fidelity/NFS · Matrix Trust · Security Benefit
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-04-2024
- Office Locations
- 8
Office Locations
About Catalyst Wealth Management LLC
Catalyst Wealth Management LLC is a Houston-based RIA with 8 offices. The firm has been operating for 2 years. Managing $105.0M in total assets under management, with 25 advisory representatives. They custody assets with Fidelity/NFS and Matrix Trust.
Reported data analysis
What the numbers show
Between December 12, 2025 and August 18, 2026, reported AUM increased 120.1%, from $47.7M to $105.0M.
Across 3 reported observations, AUM increased 410.6% between December 24, 2024 and August 18, 2026, from $20.6M to $105.0M.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 25 advisory representatives and 9,549 clients, or 382 clients per representative. That equates to $11.0K in reported AUM per client.
The profile lists 8 reported office locations and 2 years in operation. The source data was last updated on September 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
CAMERON THOMAS ELAFROS
Chief Compliance Officer, Managing Partner
- CRD
- #6746655
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Samuel James Bargainer
--
- CRD
- #7907693
BRANDON JAKE BLANKENSHIP
Director of Operations
- CRD
- #7709725
Showing 2 of 24 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $105,000,766 | $10,996 |
| Total | $105,000,766 | $10,996 |
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Separately Managed Accounts
SMA allocation detail is available
Catalyst Wealth Management LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.