Catalytic Wealth Management
Catalytic Wealth Management (CRD# 327269) is a financial advisory firm headquartered in Cambridge, MA. They manage $1,714,816,648 in 676 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management1,715MILLION
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Total Number of Accounts676ACCOUNTS
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Average Account Value$2,536,711
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, FL, MA, NH, TX, WA, WY
Leigh Flor (CRD# 5020475) is an Investment Advisor Representative working at Catalytic Wealth Management in Bellevue, WA and has over 14 years of experience in the finance industry.
James Gersack (CRD# 2901820) is an Investment Advisor Representative working at Catalytic Wealth Management in Jackson, WY and has over 21 years of experience in the finance industry.
William Grinnell (CRD# 1797324) is an Investment Advisor Representative working at Catalytic Wealth Management in Jupiter, FL and has over 35 years of experience in the finance industry.
Nichole Heidrick (CRD# 4858488) is an Investment Advisor Representative working at Catalytic Wealth Management in Bellevue, WA and has over 19 years of experience in the finance industry.
Richard Will (CRD# 5745532) is an Investment Advisor Representative working at Catalytic Wealth Management in Jackson, WY and has over 14 years of experience in the finance industry.
Kim-tieng Baron (CRD# 6702434) is an Investment Advisor Representative working at Catalytic Wealth Management in Bellevue, WA and has over 3 years of experience in the finance industry.
Yin Chung Huang (CRD# 7497659) is an Investment Advisor Representative working at Catalytic Wealth Management in Bellevue, WA and has 1 year of experience in the finance industry.
Abigail Lee (CRD# 7284700) is an Investment Advisor Representative working at Catalytic Wealth Management in Cambridge, MA and has over 3 years of experience in the finance industry.
Joseph Mathews (CRD# 5971381) is an Investment Advisor Representative working at Catalytic Wealth Management in Cambridge, MA and has over 12 years of experience in the finance industry.
Linda Mauzy (CRD# 1590743) is an Investment Advisor Representative working at Catalytic Wealth Management in Bellevue, WA and has over 27 years of experience in the finance industry.