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
By the Numbers
-
Total Assets Under Management72MILLION
-
Total Number of Accounts27ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, FL, IL, TX
Financial Advisors at Catalyst Wealth Management
1
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.
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