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- Custodian
- SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 38 clients, or 38 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
RYAN W VELDHUIZEN
Chief Compliance Officer, Director
- CRD
- #5316123
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Tyler Joseph Winkleman
Senior Advisor
- CRD
- #7054405
Showing 1 of 2 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $43,437,934 | -- |
| Non-Discretionary | $0 | -- |
| Total | $43,437,934 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Catalyze Wealth Management has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.