Catalyst Wealth Management

Catalyst Wealth Management (CRD# 283728) is a financial advisory firm headquartered in Northbrook, IL. They manage $71,711,751 in 27 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
450 Skokie Blvd., Suite 507, Northbrook, IL 60062
http://www.catalystwealthmgmt.com
By the Numbers
  • Total Assets Under Management
    72
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $2,655,991
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, IL, TX

Financial Advisors at Catalyst Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Sanford Schmidt, financial advisor Northbrook IL
Sanford A. Schmidt
CRD#: 1163559
450 Skokie Blvd., Suite 507, Northbrook, IL 60062

Sanford Schmidt (CRD# 1163559) is an Investment Advisor Representative working at Catalyst Wealth Management in Northbrook, IL and has over 32 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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