C
$105.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
23 Employees
9,549 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS · Matrix Trust · Security Benefit
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-04-2024
- Office Locations
- 7
Office Locations
1880 S Dairy Ashford Road STE 300 Houston TX
-- Conroe TX
-- Houston TX
About Catalyst Wealth Management LLC
Catalyst Wealth Management LLC is a Houston-based RIA with 7 offices. The firm has been operating for 2 years. Managing $105.0M in total assets under management, with 23 advisory representatives. They custody assets with Fidelity/NFS and Matrix Trust.
Team overview
29 AVG AGE
$4.6M AVG AUM / ADVISOR
$11.0K AVG AUM / CLIENT
1.4 yrs AVG TENURE
23 Employees
23 Advisory Reps
23 RIA Reps
2yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
CAMERON THOMAS ELAFROS
Chief Compliance Officer, Managing Partner
- CRD
- #6746655
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
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Samuel James Bargainer
--
- CRD
- #7907693
Available
Available
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BRANDON JAKE BLANKENSHIP
Director of Operations
- CRD
- #7709725
Available
Available
Available
Showing 2 of 23 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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