Catalyst Private Wealth, LLC

Catalyst Private Wealth, LLC is a registered investment advisor based in San Francisco, California. Established in 2018 and registered with the U.S. Securities and Exchange Commission since 2019, the firm is owned by Brendan Connaughton, John Dodd, Mitchell Sands, and Bryan Wilson. As of December 31, 2022, Catalyst managed approximately $194,740,048 in assets for about 465 accounts on a discretionary basis. The firm offers discretionary and non-discretionary investment management and advisory services, including continuous and regular investment supervisory services. Investment recommendations are tailored to individual client needs, goals, and objectives, utilizing various investment types such as equity securities, fixed income securities, alternatives, and mutual funds. Catalyst charges an annual management fee of up to 2.00% based on the total dollar asset value of the assets maintained in client accounts. The firm may also provide financial planning and consulting services for a negotiated fee. Clients are not required to have a specific account minimum. Catalyst does not charge performance-based fees or fees based on capital gains. The firm does not have any disciplinary information to disclose and maintains a Code of Ethics to ensure professional conduct. Clients receive account statements directly from the custodian and may request reviews annually. Catalyst does not have custody of client funds but may have discretion over investment decisions. The firm does not vote on client securities and does not participate in class action lawsuits on behalf of clients. Catalyst does not require prepayment exceeding $1,200 in fees or anticipate any financial conditions that could impact client commitments.