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
550 Congressional Blvd., Suite 350, Carmel, IN 46032
https://catalyzedds.com/
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    130
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

IN, TX

Financial Advisors at Catalyze Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Ryan Veldhuizen, financial advisor Carmel IN
Ryan W. Veldhuizen
CRD#: 5316123
550 Congressional Blvd., Suite 350, Carmel, IN 46032

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, financial advisor Carmel IN
Tyler J. Winkleman
CRD#: 7054405
550 Congressional Blvd., Suite 350, Carmel, IN 46032

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.

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals