This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-16-2019
- Office Locations
- 1
Office Locations
About Catalyze Wealth Management
Catalyze Wealth Management (Catalyze Dental Advisors) provides holistic planning for dental professionals, coordinating tax, estate, investment, and retirement income decisions. The firm uses a proprietary Atomic Planning framework and a collaborative client dashboard to track cash flow, net worth, risk, and linked accounts. Portfolios emphasize diversified allocations using public funds, including mutual funds and ETFs, with custody through SEI.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RYAN W VELDHUIZEN
Chief Compliance Officer, Director
- CRD
- #5316123
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Tyler Joseph Winkleman
Senior Advisor
- CRD
- #7054405
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,437,934 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,437,934 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing