Catalyze Wealth Management
Catalyze Wealth Management (CRD# 300078) is a financial advisory firm headquartered in Carmel, IN. They manage $35,478,172 in 125 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management35MILLION
Total Number of Accounts125ACCOUNTS
Average Account Value$283,825
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Ryan Veldhuizen (CRD# 5316123) is an Investment Advisor Representative working at Catalyze Wealth Management in Carmel, IN and has over 15 years of experience in the finance industry. Ryan Veldhuizen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Tyler Winkleman (CRD# 7054405) is an Investment Advisor Representative working at Catalyze Wealth Management in Carmel, IN and has over 3 years of experience in the finance industry.