Catalyst Private Wealth, LLC

Catalyst Private Wealth, LLC (CRD# 305565) is a financial advisory firm headquartered in San Francisco, CA. They manage $306,718,181 in 489 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
235 Montgomery Street, Suite 665, San Francisco, CA 94104
https://facebook.com/catalyst-private-wealth
By the Numbers
  • Total Assets Under Management
    307
    MILLION
  • Total Number of Accounts
    489
    ACCOUNTS
  • Average Account Value
    $627,236
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Catalyst Private Wealth, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Brendan Connaughton, financial advisor San Francisco CA
Brendan D. Connaughton
CRD#: 1602941
455 Market St., Suite 1530, San Francisco, CA 94105

Brendan Connaughton (CRD# 1602941) is an Investment Advisor Representative working at Catalyst Private Wealth, LLC in San Francisco, CA and has over 36 years of experience in the finance industry.

2
John Dodd, financial advisor San Francisco CA
John B. Dodd
CRD#: 6108349
455 Market St., Suite 1530, San Francisco, CA 94105

John Dodd (CRD# 6108349) is an Investment Advisor Representative working at Catalyst Private Wealth, LLC in San Francisco, CA and has over 12 years of experience in the finance industry.

3
Mitchell Sands, financial advisor San Francisco CA
Mitchell L. Sands
CRD#: 6387248
455 Market St., Suite 1530, San Francisco, CA 94105

Mitchell Sands (CRD# 6387248) is an Investment Advisor Representative working at Catalyst Private Wealth, LLC in San Francisco, CA and has over 10 years of experience in the finance industry.

4
Bryan Wilson, financial advisor San Francisco CA
Bryan D. Wilson
CRD#: 6617178
455 Market St., Suite 1530, San Francisco, CA 94105

Bryan Wilson (CRD# 6617178) is an Investment Advisor Representative working at Catalyst Private Wealth, LLC in San Francisco, CA and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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