Catalyze Wealth Management
Catalyze Wealth Management (CRD# 300078) is a financial advisory firm headquartered in Carmel, IN. They manage $36,499,774 in 130 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management36MILLION
-
Total Number of Accounts130ACCOUNTS
-
Average Account Value$280,767
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN, TX
Financial Advisors at Catalyze Wealth Management
1
Ryan Veldhuizen (CRD# 5316123) is an Investment Advisor Representative working at Catalyze Wealth Management in Carmel, IN and has over 16 years of experience in the finance industry.
2
Tyler Winkleman (CRD# 7054405) is an Investment Advisor Representative working at Catalyze Wealth Management in Carmel, IN and has over 5 years of experience in the finance industry.
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